Unavailable for contact through VouchedFor
Based in Guildford
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Since graduating from University College Cardiff in 1993, I have built 25 years of experience providing wealth management and lifestyle financial planning advice to individuals and family groups across the South East. Based in Guildford, I work closely with clients to build tailored plans and strategies for all stages of their lives, stretching from protecting loved ones in the event of death and/or ill health, preparing for retirement, planning wealth as a result of company sales, divorce and planning how to leave your estate to benefit loved ones now and in the future.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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