Financial Advisor in Swindon Specialising in Family Protection

I’m based in Swindon but happy to do some travel and these days with virtual meetings being so common, essentially I can cover the whole country.

I’m Dad to a soon to be 5 years old, so I fully understand the needs of the adults and baby/toddler/kid when it comes to food, sleep (or lack of), time and of course money.

I am passionate about my job and love sharing knowledge.  There are tons of things that you need to be aware of and think of when you’re a parent and it seems as though there is never enough time in the day!

Don’t rely on Google to provide you with answers to your financial questions and queries, come to me and I can help you with simple, understandable advice and knowledge in an engaging way.

I work as part of Unique Financial Planning, which is a practice with 6 offices throughout the south, we are part of the Openwork Partnership.

Relationships with our customers are at the heart of our business. Our aim is to support the financial decisions you make and our strong relationships with our customers is reflected in everything that we do.

Whether it’s saving for your retirement, building a safety net for unexpected events,  or making sure your family and dependants are adequately covered in the event of an accident or long-term illness, having a plan is central to our relationship. It helps us deliver our initial advice, but also provides a framework for regular reviews to make sure your plan remains on track.

I’m backed-up by professional customer support teams in each location, which means you can always be sure of an efficient service and friendly voice waiting to help.

I provide advice on:

• Pensions & Pension Transfers
• ISAs
• Junior ISAs
• Children’s Pensions
• General Investment Accounts
• Bonds
• AIM ISAs
• Inheritance Tax Solutions (Business Relief)
• Estate Planning
• Cashflow Modelling
• Protection (Life Insurance, Critical Illness Cover, Income Protection)
• Private Health Insurance
• Business Protection (Shareholder Protection, Relevant Life Policies, Key Person Cover)

I also specialise in advice for businesses and in particular limited company directors.

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Approved by The Openwork Partnership 19/05/2023

• Insurance & protection
• Pensions & retirement
• Financial planning
• Investments
• Savings
• Tax & trust planning
• Business
• Long Term Care

Fellow of the Personal Finance Society
Chartered Financial Planner
Chartered Fellow of the Chartered Institute for Securities and Investment
Certificate in Pension Transfer & Planning Advice (Level 6)
Certificate in Securities Advice and Dealing
Certificate in Equity Release
Certificate in Discretionary Investment Management
CeMap
Certificate in Mortgage Advice
Certificate in Wealth Management

If you would like an initial conversation with me, I would love to talk and share my knowledge with you.