Managing Director & Independent Financial Adviser
I graduated in the sciences and worked for the Worlds no1 Pharmaceutical company while obtaining my Masters in Business Administration (MBA) in 1981.
I added Financial Services to my portfolio of work after about one year.
Director and Independent Financial Adviser
A very experienced adviser and manager who is able to assist in all of the usual aspects of advice.
Chartered Independent Financial Adviser
Becky provides advice in a number of areas including mortgages and protection but specialises in pensions and investments. Becky is a pension transfer specialist and has the ability to explain complex information in a simple way which is appreciated by her clients.
Independent Financial Adviser
After graduation in a General Science Degree in 1970 Bill worked as an industrial chemist and laboratory manager in the reprographic surface coatings and writing instruments industries for the first half of his career.
Stuart has worked in Financial Services for 35 years. After a long and successful career in retail banking, he joined Butlers Wharf in 2007. He was instrumental in setting up and running a professional sportspersons group pension as well as being responsible for the relationship management of a number of high net worth clients.
Mortgage and Protection Adviser
Now in my Senior years I have a wealth of experience as my career in Financial Services started just as the Financial Services Act was ‘Kicking in’.
I enjoy meeting clients and giving advice on their most important transaction of buying and protecting their new home, which provides great satisfaction to see.
PA to Managing Director & Administrator
Carol has been PA to the MD for more than 25 years and often assists clients with becoming familiar with our company’s ways of working like the client portal.
Hayley has been involved in Financial Services since 1986, having provided admin and account assistance to her late husband’s IFA business and has worked with Jeremy since 2013. Now working as part of the FGA team of admin support with her main role being accounts.
- Strategic Life Planning
- Fulfilment of the steps in that plan
- Ongoing monitoring to ensure that the goals of a changing life continue to be met
- All done in an easily understandable way.
- All done in a way that allows you to sleep easily in your bed.
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