Covering Salisbury and the surrounding area in Wiltshire, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Trowbridge, known as a market town on the River Biss. Trowbridge in Wiltshire is situated 8 miles from Bath and close to the Mendip Hills
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Luke is an independent adviser working in and around the Trowbridge and Wiltshire area. He provides advice on all areas of finance including:
Luke has worked in financial services since 2006 and has helped hundreds of clients to reach their financial goals. He has a wide range of knowledge within financial services to help service his clients. He is a member of VouchedFor.
‘I have an in depth knowledge of investment management, retirement planning, protection products, tax planning and always seek to provide a high quality, customer driven service with open, honest advice.’
Luke lives in Trowbridge with his wife and two young children. He enjoys football, running and spending quality time with his family.
For independent financial advice in Trowbridge contact Luke.GET IN TOUCH TODAY
What our clients say
Luke is always very responsive, clear in the information he provides you and does not pressure you into anything and keeps in regular contact.
Mr Mead, Trowbridge
Luke provided us their mortgage product options and his recommendation (having clearly listened carefully to our objectives) and we choose a 5 year fixed rate mortgage which will save us about £145 per month (£1,740 annually) from April 2020.