St Margaret's Street, Bradford on Avon, Wiltshire, BA15 1DN  (Show me directions) Show Map

07837 9...Mobile    Mobile   

  Monday to Friday: 08:30 to 18:30 , Saturday to Sunday: Closed

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Independent financial advice

As an INDEPENDENT financial planner, I provide financial advice to professionals, families and small businesses. I focus on:

• building long term relationships;
• helping clients build and preserve their capital; and,
• protecting them against risk.

I sincerely believe that good financial planning can change your life - I'm committed to helping people make better financial decisions in order to live freer, happier, more fulfilling lives.

My clients include:

• Business owners/entrepreneurs;
• Professionals;
• Individuals planning for retirement; and,
• Families with complex estates.

I have a 1st class degree in Finance & Economics from the University of Exeter and am a Fellow of the Institute and Faculty of Actuaries. I have previously worked for several large financial institutions, specialising in risk, pensions and investment product development before setting up Wiltshire Wealth.

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