Independent Financial Adviser
I’ve worked in finance for 15 years, initially training and qualifying as an actuary before becoming a financial adviser. I set up my own independent practice, Wiltshire Wealth shortly after moving from London to Bradford on Avon with my young family in 2017.
I sincerely believe that good financial planning can change your life. I’m a big advocate of personal freedom and creating a lifestyle that balances family, friends, interests and work.
Outside of work I enjoy reading, running and spending time with my children, Rupert and Rose and wife, Samantha in and around Bradford on Avon.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Diploma in Financial Planning
My charging model:
Ongoing % fee