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.
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.
- 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.