Senior Financial Adviser & Practice Owner
I’m celebrating nearly 30 years of advising clients in the South & South West. My philosophy always has been and still is, “to give clients the right information to allow them to make an informed decision” and steer them in the right direction “what I would do if I were you”
I completed my Financial Services apprenticeship with Lloyds Bank in 1991 working from the Taunton, Bridgwater, Williton and Wiveliscombe Branches and furthering my experience in one of the region’s largest Building Societies, Birmingham & Midshires, in the Bridgwater, Minehead and Tiverton branches. Working for a national company is all well and good but I could see the way forward was offering local Independent Advice which is directly aimed at the client rather than restricted advice benefiting the advising company and the client.
I set up Mayfayre Financial Services in 2004 with the ethos of offering good honest impartial independent financial advice in a friendly personable fashion, always making the client the priority.
The practice has developed and grown over time with a Town Centre office, Nikki, hardworking administrator and researcher and Simon, a financial adviser.
We are always pleased to welcome clients, new and old, to the office for a chat and a coffee or if you are new to Mayfayre and have a question or situation you need help with, pop in and we’ll try to answer it for you.
I can be contacted on 07860 913646 email@example.com