July 13, 2018
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Dunroamin, Coultings, Fiddington. TA5 1JW
I have worked in the financial services industry for over 15 years, providing financial advice to a wide range of clients, specializing in the farming community during the last 10 years.
My advice covers all areas of Wealth Management, including, retirement and estate planning, wealth protection, tax efficient investment planning, personal and business protection, and Mortgage advice.
I am an adviser with Total Financial Wealth Management LLP., Senior Partner Practice of St. James’s Place. I am currently based in Bridgwater and cover Ilminster, Chard, Crewkerne, Williton, Minehead, Dulverton, Porlock and Frome.
My emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over time .
Skills and Expertise:
-Trust and Estate Planning
-Investment planning Advice
-Business investment planning and protection
Your home may be repossessed if you do not keep up repayments on your mortgage