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Based in Yeovil
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.
For more than a decade I have been providing advice to people in Yeovil and beyond. In February 2018 I joined Milsted Langdon Financial Services and work closely with the wider accountancy practice to provide effective financial advice. I assist a wide range of clients including individuals, families, businesses and sole traders, looking at their goals and objectives in order to provide advice tailored to their requirements. I have previously worked for one of the UK’s largest banking groups, through which I have gained significant insight and expertise in wealth management. I am able to help clients with their financial planning through his holistic approach which takes into consideration all aspects of protection, investments, pensions and estate planning. I'm both a member of the London Institute of Banking & Finance and holder of a Diploma in Financial Advice. In my spare time, I enjoy spending time with my family and watching Yeovil Town FC.
£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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