Accreditations

All three of our Independent Financial Advisers are fully qualified and able to offer clients impartial and independent advice for all aspects of investment and financial planning. As we are not linked or associated in any way with providers of financial products our advice is genuinely independent and any recommendations we may make are based upon our research of the entire market.

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Marcus Quick Holds the Diploma in Financial Planning together with specialist qualifications in Long-Term Care, Equity Release and Lifetime Mortgages and attaining the Society of Later Life Advisers (SOLLA) accreditation.

Marcus has been in the profession for more than 25 years and an Independent Financial Adviser since 2000 in the Exeter area.

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Wyatt Loake – Specialising in individual Wealth Planning and Trust Advice and holding 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.

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Carrie Maud – With in excess of 30 years financial services experience. In addition to general investment and financial advice Carrie has specialist knowledge and qualifications in Pension provision 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 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.

We believe you will find that the combined experience and knowledge of our advisers, together with specialist knowledge in a number of key areas of financial planning is invaluable in ensuring we provide high quality independent advice which is 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).