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Newbury
We are a new IFA that has brought together a wide range of experiences from different businesses into an exciting new venture.
The lead Company, Arcus Wealth, a trading name of Corbel Partners Ltd., is forward thinking, AI aware and technology infrastructure ready without damaging those that do not want or need it and the first meeting is at our cost. (Free). Ted is a self-employed IFA OPERATING in the Newbury area and is a Consumer Duty ready, experienced, (10+ years), honest and INDEPENDENT Financial Adviser who likes to plan with, collaborate with and investment, (ISAs , Pensions, Inflation, Tax mitigation (Income, CGT, IHT) and realises how important it is to have the potential for a comfortable retirement. Ted had a career change in 2008 and joined Financial Services. Having had a previous poor experience, he quickly realised that this actually helped him with educating his clients to be prepared for the future. Ted left the industry in 2018 only to return in 2023 with the aim of once again helping clients achieve their goals. Ted can assist with Pensions, ISAs and other tax efficient investment solutions. Ted enjoys working with Arcus wealth and helping clients plan for their future.Currently self-employed working with Arcus Wealth, a trading name of Corbel Partners Ltd, a network. Education, Education, Education is the theme throughout the company and this, allied with a frank and honest approach to planning enables us to ensure that FCA Consumer Duty is followed and that no harm comes to customers and their investments. https://register.fca.org.uk/s/
I love planning and education with Clients so that they understand the what, where and why regarding their plans and investments. Working with ARCUS WEALTH means that I do not have to worry about the onerous FCA administration requirements such as Compliance and Consumer Duty as these are fully taken care of by the Arcus Wealth (Corbel Partners Ltd.) Network teams in the background, leaving me to focus on planning and what is best for my customers. I do not ‘try to shoot the lights out’, sometimes ‘boring’ may be the best answer.
I started my own business so that I could ensure everything was above board, Consumer Duty ready and caused no harm to clients and so that our ‘frank’ conversations over time may be relevant. Investing and planning is a ‘two way street’ and requires the commitment of all parties.
Clients choose me because I am experienced, friendly, frank and treat their investment as if it were my own as well as being the catalyst and driver for their future tax effective planning and retirement. I also, where relevant, like to involve all paries in the decisions. (Spouses, Children, Family). Especially in these days of ‘Spamming’ of vulnerable people. Voice telephone messages, Texts or Whatsapp of telephone details before calling are widely used and very useful to customers who do not necessarily recognise my contact details or voice immediately.
Yes, the online remote option or on the telephone option are available as is face to face at an appointment. The Date and Time of the contact is available to suit my Customers.
I only visit if the Client agrees and I have had all of the Covid preventative injections plus others. I also wear a mask if required. An injection certificate can be provided, if necessary.
