About the Business
With twenty years banking experience culminating in a period as an account manager with Messrs Coutts & Co, the Queen's bankers, I spent twelve years in financial services with Friends Provident, before forming my own independent financial adviser company, Guildford Wealth Management Ltd.
Whilst corporate life and pension schemes and inheritance tax mitigation are my specialist areas, I am also active in the pensions market (where I hold the advanced G60 qualification) and general protection (life assurance/income protection) together with the investment market, mortgages, equity release and long term care.
Location & Hours
6 Kingswood Close
Guildford, GU1 2SD
