Wyatt Loake

Wyatt Loake
Director of Financial Services
All Offices
email | 01392 34 64 64

Wyatt provides independent financial advice, specialising in individual wealth planning and trust advice. He is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning. This includes appropriate qualifications in Mortgage Advice, Lifetime Mortgage Activities, Long Term Care planning and Taxation and Trust planning.

Educated at John Bentley School, Calne, Wiltshire, Wyatt became a branch manager and Financial Planning Consultant with Britannia Building Society, prior to becoming an Independent Financial Adviser in Exeter in 1999. He joined the firm in 2002.

Wyatt lives in Crediton and enjoys football, running, walking and playing golf.