Mendip Wealth Management
Mendip Wealth Management, 11 Penleigh Road, Wells
I became a Financial Adviser in 2006, having started my career in financial services 4 years earlier. In 2014 I achieved the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investments. I became a Fellow of the Institute 3 years later.
In my career I have gained a wide range of experience with Barclays Financial Planning, HSBC International in Jersey and Lloyds Private Bank. I use all of this experience to help my clients manage their wealth through time and after a major change in their personal circumstances.
I will review my client’s current situation, discuss their future financial aspirations and establish how likely these goals are to be achieved. Together we formulate an effective strategy to manage their changing income and capital requirements, now and in the future.
I assist Family Law professionals in providing additional scrutiny of financial assets and valuations. This is because retirement plans are complex and pension providers can undervalue these asset significantly, which can have a dramatic effect on any final financial settlement.