I am an Independent Financial Adviser in Trowbridge with over 25 years’ experience in the financial services industry. I specialise in pensions, retirement planning, investments, Inheritance Tax planning and protection.
I provide a personalised Independent Financial Advice service for clients in their own home or place of work and offer a free, no obligation first initial meeting.
I have been part of the financial services industry since 1994, starting off as a clerk in an insurance office in Bath before working my way up through various adviser and managerial roles with insurance companies and an international bank, specialising in providing pension, investment and inheritance tax advice. I have also undertaken compliance roles ensuring the suitability of advice given to clients, providing a unique perspective on how financial advice should be given.
I am a member of the Personal Finance Society meaning I adhere to a code of ethics and strive for the highest standards of professionalism.
I work as a financial adviser in Trowbridge and provide financial advice to customers in the surrounding areas;
- Paxcroft Mead
- West Ashton
- Ashton Common
- North Bradley
If you are looking for an experienced financial adviser in Trowbridge, please get in touch to book your free initial consultation.