Wiltshire Wealth

Financial planning for individuals, families and small businesses.

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.

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.

Fellow of the Institute of Actuaries

2019

Pensions, investments, life insurance