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Wiltshire Wealth

Wiltshire Wealth

Adesso APERTO
Categorie
Pianificazione finanziaria
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25 St Margaret's Street, BA15 1DN
Come raggiungere
Orario
LU 08:30 – 18:30 SA chiuso
MA 08:30 – 18:30 DO chiuso
ME 08:30 – 18:30
GI 08:30 – 18:30
VE 08:30 – 18:30
01225699790
www.wiltshirewealth.com
Chi Wiltshire Wealth
Financial planning for individuals, families and small businesses.
Missione
We sincerely believe that good financial planning can change your life - we're committed to helping people make better financial decisions in order to live freer, happier, more fulfilling lives.
Descrizione
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.
Premi
Fellow of the Institute of Actuaries
Fondazione
2019
Prodotti
Pensions, investments, life insurance
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Finanze in Bath, Regno Unito

Pianificazione finanziaria 1

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