I have many years experience working as an Independent Financial Adviser in Warminster and surrounding Wiltshire, and enjoy working across many of the different aspects of financial planning, including but not limited to: Mortgages, Protection and Investment, together with both pre and post-Retirement planning. This enables me to meet many of your financial planning needs myself without needing to refer you across to other advisers, keeping everything in house.
Many of the financial products available to you can be confusing. It is my job to try to simplify this for you, and to try to help you to understand your situation, your options and the solutions that may be available to you. As an independent financial adviser I provide unbiased advice on financial products from the whole of the market.
My preference is to meet with you to discuss your situation. Ideally this will be in your home. I do not charge you for this first meeting. You will be under no obligation to proceed. The aim is to try to establish how I may be able to help you. More often than not just to simply think to myself, “what if it were me, what would I do?” is all that it takes.
Many of my clients have been with me for many years, they come back to me time and again for their financial planning needs. They trust me and often refer me to their family and friends. I work with all ages from 18 to 80 which brings about a diversified set of requirements.
I tend mostly to work in my surrounding area, being:
- Dilton Marsh
- and many more
I also have clients further afield whom I travel to see in Bristol, Gloucester, Southampton and Weymouth.
If you feel I could be of help to you, then please do get in touch.