23 Youings Drive, Pilton, Barnstaple, Devon, EX31 1QLMake an enquiry
Curtis Netherway Financial Services is an independent financial advice company.
Curtis previously worked for 15 years at NatWest Bank, 10 years of which as a financial adviser. Before being made redundant from the bank, his priorities during this career focused on customer service and developing his knowledge, which saw Curtis achieve the prestigious Advanced Diploma with the Chartered Insurance Institute (CII) in 2016 and becoming a Chartered Financial Planner.
Curtis believes in placing his clients at the centre of everything he does and this is achieved by providing an exceptional service and building professional relationships based on trust. He is now providing truly independent financial advice from the whole of market, on a bespoke, individual basis, rather than being restricted with his advice and solutions compared to previous roles.
As a Chartered Financial Planner, he specialises in investment wealth management, inheritance tax planning, retirement solutions and protection provisions for clients and their families.
As a Pension Transfer Specialist, the need for advice has never been so important, especially on an independent basis.
'The Financial Conduct Authority do not regulate Inheritance Tax Planning'.
As a Chartered Financial Planner and Pension Transfer Specialist, I can truly make a difference to my client's financial futures by offering a bespoke and personal service, with recommendations on an independent basis.
The need for advice is required at different stages of life, but with the introduction of pension freedom, professional advice is required more than ever in this crucial financial planning need area - an area I specialise in.
This can all sound complex and confusing but my role is to make things easier, simpler, with no jargon or technical terms involved.
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