Role: Independent Financial Adviser
Location: Liverpool Office
Diploma for Financial Advisers (DipFA)
Certificate in Mortgage Advice and Practice (CeMAP)
Wes can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Wes is keen to explore later life planning and also inter-generational planning as areas where he can see himself growing into as his career progresses.
He enjoys spending time seeing clients. What he finds most satisfying is helping build a retirement plan and aiding them in achieving their goals.
Wes believes that the level of responsibility with this job is very high but also very rewarding. He points out that adding value to our clients’ lives is ultimately what we are here for.
Outside of work…
Wes is a keen Liverpool FC supporter and enjoys going to the gym though not as much as he should (his words!), gardening, which came as a real surprise to him, going out with his girlfriend to a good restaurant and taking in new places and experiences.
Wes is the eldest of 5 siblings. He lives with his girlfriend, Danielle, her dog, Milo and his cat called James and they plan to get a German Shepherd puppy, which should be good fun.