We have two 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.

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.

Hayely Martin-Herkt holds the Diploma in Financial Planning as well as the Diploma in Regulated Financial Planning with additional qualifications in Mortgage Advice, Lifetime Mortgage Activities (Equity Release and Home Reversion Schemes) Taxation and Supervision in a Regulated Environment.  Hayley has worked in various roles within Financial Services since 2000 gaining vasts amount of experience in every aspect of the financial planning process.



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).