W Wealth Management Ltd

About

I am a Chartered Financial Planner with nearly 20 years’ of industry experience. I started my career within the Financial Services industry in 2003, working for a large insurer (Skandia) before moving into the advice sector in 2006. Since then I have built up my knowledge and experience while also achieving Chartered Financial Planner status with the CII.

My passion is to help business owners and individuals live the life they want, though the implementation and management of a comprehensive financial plan. I pride myself on building long-lasting relationships with my clients whom I work with.

Some of the ways of I have helped clients: -

• The implementation of appropriate protection polices to assist the family in the event of illness or death
• Extracting profits from the business
• Help with reviewing and understanding pensions
• General investment planning
• Inheritance tax planning
• Help with divorce matters (in particular providing assistance with pension sharing orders)

As a firm W Wealth operates on a completely independent basis, we act soely for our clients. In addition to providing financal advice, we also have a Chartered tax advisor at the firm to assist with more detailed tax queries.

Away from work, I am a family man and have two young children with my wife Corrina. I enjoy motorsports and am a keen motorcyclist.

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