As a qualified financial planner, I offer personalised guidance, taking into account your current position and your aspirations for the future. My journey in financial services began with a focus on mortgages, evolving into a holistic approach to financial planning to better serve my clients' needs. I founded GW Wealth to deliver expert advice and support, empowering clients to navigate the complexities of property ownership and financial security.

Career

Following graduating from University with BSc (Hons) degree I started my carer within financial services as an administrator whilst obtaining my mortgage qualifications. Once I achieved these, I began advising clients at the start of 2015 and then changed company in the autumn of 2016 to further my career and understanding of the industry by basing myself from an estate agency branch. To further my ability to help my clients, I obtained my diploma in regulated financial planning in 2020. This has enable me to give a more holistic advice process rather than just focusing on the here and now. Following working with my clients for several years I decided to set up my own company GW Wealth. 

Qualifications

I hold a Diploma in Regulated Financial Planning (DipPFS) and Certificate in Mortgage Advice (Cert CII (MP)). My specialist areas include inheritance tax planning, pension planning, investment planning, limited company buy-to-let mortgages, mortgages for the self employed and contractors and first-time buyer mortgages. A key part of the advice process is to protect what we achieve and therefore I also advise on protection and insurance by offering our clients income protection, life cover & critical illness policies. My next goal for my professional development is to become a chartered financial planner (CFP).

Interests

I love spending time with my family and friends and having a young family takes up most of my free time! Therefore, although I’m a keen sportsman I do not have the time to play as much as I would like anymore. But actively follow football, rugby and golf and enjoy playing when I can.

Comments

Based on core values of excellence of service and above all, integrity, I will provide you with the complete financial solutions you require to satisfy your needs both now and in the future. I appreciate that you are unique, with your own financial goals, which is why I will tailor the service and recommendations I make specifically to you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.