Chartered FCSI and Wealth Planner
Location: North Hampshire
Qualification: PCIAM, CeMAP, CeFA, Derivatives, Stock Exchange Practice, BA Honors Degree
Specialisms: Pensions, Investment, Protection, Mortgages
Favourite Quote: The 5 Ps – Proper Preparation Prevents Poor Performance
An Economics graduate and Chartered Fellow of the CISI with over 30 years experience in the City and Financial Services. Giles is a Chartered FCSI and Wealth Planner with more than 25 years’ experience in the wealth management and investment banking business.
Giles has a long track record advising sophisticated and professional investors, private clients, companies, and charities. There is no better feeling than when a plan comes together meeting the financial goals of a client and their family allowing them to enjoy financial peace.
Giles is friendly and approachable and enjoys helping clients achieve their financial goals in life through meticulous planning and the highest quality of advice.
When not helping clients, you will find Giles enjoying most country sports including cricket, shooting, fishing, tennis and golf and spending time with his wife and 3 daughters.