Senior Financial Consultant

Giles started his career in financial services in 1997 working for a large insurance company based in London. In his role, Giles advises clients on all areas of investment and pensions. He holds a Diploma in Financial Advice (DipFA) and is currently working towards achieving chartered status. Away from work, Giles lives with his partner…

Senior Financial Consultant

After beginning his career advising corporate and high net worth clients at TSB Bank, then at Barclays Bank, Glenn qualified as an Independent Financial Adviser in 2002. Following seven years advising medical professionals at Medical Insurance Agency, he spent a decade at a Midlands based wealth management company before joining Westerby Investment Management in November…