{"id":135,"date":"2021-08-18T10:42:44","date_gmt":"2021-08-18T09:42:44","guid":{"rendered":"https:\/\/ctt-group.co.uk\/private-client\/independent-financial-advice\/"},"modified":"2024-03-28T09:56:09","modified_gmt":"2024-03-28T09:56:09","slug":"independent-financial-advice","status":"publish","type":"page","link":"https:\/\/ctt-group.co.uk\/private-client\/services\/independent-financial-advice\/","title":{"rendered":"Independent Financial Advisors Leamington Spa"},"content":{"rendered":"
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Our Financial Advisory Services in Leamington Spa<\/h2>\n\n<\/div>\n\n
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Wealth Planning<\/h3>\n\t\t\t

Wealth planning is when you structure your wealth to preserve it, build it and then transfer it to your loved ones. Wealth planning combines wealth protection, business succession, and investments.<\/p>\n

Your wealth will serve you differently at separate stages of your life.<\/p>\n

We will carefully examine both your personal and business financial needs. Then, to help you protect, expand and pass on your wealth, we will develop dynamic wealth planning strategies tailored to you. These strategies will serve as a roadmap for your financial future.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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Regular Financial Monitoring<\/h3>\n\t\t\t

Once your strategy is in place, our advisor will send you regular statements to inform you about your portfolio. Furthermore, our advisor will schedule frequent meetings to discuss your objectives and progress and to address any queries you may have.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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Meet our financial advisors<\/h3>\n\n<\/div>\n\n
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Bob Massey<\/h3>\n\t\t\t

DIRECTOR<\/strong> \u2022 BSc DipPFS TEP<\/p>\n

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Bob started his career\u00a0in\u00a01983 as a Financial Advisor<\/a>;\u00a0after sailing through Sales Management\u00a0and\u00a0becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the\u00a0expertise, attitude and skills\u00a0to run his teams and advise clients on taxation and trusts.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n

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Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a\u00a0trusted\u00a0relationship with their clients, coupled with the ability to\u00a0problem-solve\u00a0effectively,\u00a0will\u00a0help them\u00a0to\u00a0exceed their clients\u2019 expectations.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n

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Bob works as one of the Founders and Directors and<\/span>\u00a0became a nationally recognised centre of excellence for\u00a0services\u00a0to their clients, protecting wealth and assets efficiently and effectively for their\u00a0families.\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n

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Bob\u2019s mantra for all is,\u00a0\u201cLet\u2019s just exceed expectations of our clients in the services we offer.\u201d\u00a0<\/span>\u00a0<\/span><\/p>\n<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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Lucy Miles<\/h3>\n\t\t\t

PRACTICE MANAGER<\/strong> \u2022 DipPFS TEP<\/p>\n

With 12 years\u2019 experience in the Tax and Trust space, Lucy has worked on a multitude of different teams, ranging from the Drafting team, to Probate and then to the Private Client team. Over this time Lucy has achieved her Diploma in Regulated Financial Planning and, later, Trust and Estates Practitioner. Lucy\u2019s a forward-thinking and client-focused individual with a friendly and reliable approach to learning about their experiences and why they are in the position they find themselves in today and getting to know them on a personal level.<\/p>\n

Whether a client is long-standing or those who only require one piece of advice, they can leave our office or conversation with the comfort of knowing that they are in safe hands and that we are available to assist them in other areas.<\/p>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n

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\n\t\tFind us here in Leamington\n\t<\/h2>\n\t
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