Wiltshire Wealth

Category: Independent Financial Advisers Category: Independent Financial Advisers

Address: St Margaret's Street, Bradford on Avon, Wiltshire, BA15 1DN

Mobile: 07837 9... Mobile: 07837 9...

Website: www.wiltshirewealth.com
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Business Profile

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.