I believe that every investment is as individual as a client
With over 30 years’ experience in finance, I understand that when it comes to finance, many people put their head in the sand, due to lack of knowledge and because of not wanting to trust a stranger with their savings. My friendly, no nonsense approach means I’m able to translate all that fancy financial jargon so you get a better understanding of how to manage your money. If you are approaching retirement and are looking for some guidance on what to do with your savings or you need to know about the different retirement options – I can advise you on the most suitable options to suit your particular needs. You may already be retired and have a lump sum of money that you’d like to invest – I will search the market for the best deal to make sure you get more value for your money. Or you may be looking to get married or start a family and need advice on life assurance, pensions or savings for the future – my knowledge of the market means we can ensure that your money is protected for your loved ones in the event of unforeseen circumstances. I have recently become a member of the IP Wealth Management team & I am looking forward to working with them. Here are links to their Website & Privacy Policy
The legal information:
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up the repayments on your mortgage.
IP Wealth Management Ltd is an appointed representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 22/07/2024.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
If you are unhappy with our service: If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Sunderland, SR43 4JR Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website:
https://www.quilterfinancialplanning.co.uk/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service
https://www.financial-ombudsman.org.uk/
IP Wealth Management Ltd is registered as a company in England & Wales No: 08244150. Registered address: Unit 5 Westgate Court, Silkwood Park, Ossett, West Yorkshire, United Kingdom, WF5 9TT
Approver Quilter Financial Services Ltd 19/08/2025