Are You A Pro? Join For Free

Trevor Wisker DipPFS

Molyneux Associates Ltd
Financial Planning

Contact Information:

City Business Park
PLYMOUTH, Devon PL3 4BB
United Kingdom
T: 07854509183
F: 01752567033
www.molyneux-associates.co.uk

Years in Business:

 

28

Clients I'm Seeking:

 

I have built up a bank of loyal clients over many years and each has unique requirements. I'm looking for people with whom I can work with, potentially over many years, rather than simply "sell and go". That way I can adapt my advice as circumstances change, building trust and allowing my clients to engage and fully understand the advice and services recommended.

About My Business:

 

I am an Independent Financial Adviser. My core business is in the field of investments alongside significant work in the areas of retirement planning, protection (life assurance, critical illness, income protection, mortgage protection), estate planning (IHT) and Long Term Care planning. In practice it is often appropriate to consider a number of these issues when formulating a financial strategy based on sound research, taking account of tax position and individual circumstances.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: