“I genuinely care about my clients. Whether my clients are happy or not is very important to me… they are what matters.”
- Locations
- Bath
Ed is an Assistant Director and Financial Planner in our Bath office. He works with private clients and both pre- and post-exit entrepreneurs. He specialises in Court of Protection and long-term care which both involve helping vulnerable clients. He also specialises in SSASs and SIPPs, making him particularly useful to owner-managers who run their own pension schemes.
He is proud of not only forming strong bonds with his clients, including multigenerational families, but also with professional introducers, such as accountants and local solicitors.
Ed started in financial services in 2001 in the mortgage industry, working for firms such as Chelsea Building Society. He moved into financial planning in 2010 when he joined Clifton Asset Management, before joining Epoch Wealth Management in 2014. This was bought by RBC Brewin Dolphin in 2019. Through the Chartered Insurance Institute, he has his DipPFS, is qualified in long-term care and equity release and is currently working towards chartered status.