Bloomsbury
Initial consultation free
Independent
Providing STRATEGY, STRUCTURE and SUPPORT on private wealth planning to successful families so they can BE, DO or HAVE anything.
We can advise you on
Clients
helped
helped
10
Minimum
pension value
pension value
£0+
Minimum
wealth
wealth
£500k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Charles Wood BA (Hons) APFS
Wealth Planning Manager
MS Samantha Baber-Scovell APFS CFP
Wealth Planning Manager
MR Robert Lockie FIFP CFP
Branch Principal
MRS Carolyn Gowen FIFP CFP
Branch Principal
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .