I am an Independent Financial Adviser with Woodbury Wealth Management and a passionate advocate of really getting to know my clients, to understand what they want to do and where they want to go. I have been in the industry since 2008 and have experience of working in a number of different firms, from large Wealth Management organisations, to Private Banks and Chartered Accountancy firms.
We specialise in the following areas:
-Pension Transfers & Consolidation
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits
7 & 8 Oaktree Place, Exeter, Devon, EX2 8WA
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