Accreditations

We have three fully qualified Independent Financial Advisers who are accomplished in all aspects of investment and financial planning offering clients impartial and independent advice. As we are not linked or associated in any way with providers of financial products our advice is genuinely independent. All recommendations that we make are based upon our knowledge, experience and research of the entire market.

Marcus Quickholds the Diploma in Financial Planning together with specialist qualifications in Long Term Care, Equity Release, Lifetime Mortgages and Taxation. Marcus has been in the profession for more than 25 years and has been an Independent Financial Adviser in the Exeter area since 2000.

Wyatt Loake specialises in individual wealth planning and trust advice. He holds the Diploma in Financial Planning with additional qualifications in Mortgage Advice, Lifetime Mortgage Activities, Long Term Care planning and Taxation and Trust planning. Wyatt became an Independent Financial Adviser in 1999 having previously been a branch manager and Financial Planning Consultant with Britannia Building Society.

Carrie Maud has over 30 years financial services experience. In addition to general investment and financial advice, Carrie has specialist knowledge and qualifications in retirement planning (to include the implementation of Pension Sharing Orders following divorce and options at retirement) Long Term Care and Equity Release.

 

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All of our advisers are members of the Chartered Insurance Institute (CII) and Professional Finance Society. This means they regularly attend training courses and meetings to ensure they are fully informed about developments within the industry and changes to the relevant regulations. As a result, their advice is always relevant, up to date and meets all regulatory requirements.

The combined experience and knowledge of our advisers, together with the specialist knowledge that they hold in a number of key areas of financial planning, is immense. We believe that this is invaluable in ensuring that we provide high quality independent advice specific to the individual needs and the circumstances of each client.

Gilbert Stephens Financial Services Ltd is regulated by the Financial Conduct Authority (Number 579899).