Gilbert Stephens Financial Services

The fifth team member we introduce you to is Wyatt Loake who is a Financial Services Manager working from our Exeter, Budleigh Salterton and Crediton offices.

Wyatt provides independent financial advice, specialising in individual wealth planning and trust advice. He is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning. This includes appropriate qualifications in Mortgage Advice, Lifetime Mortgage Activities, Long Term Care planning and Taxation and Trust planning.

Educated at John Bentley School, Calne, Wiltshire, Wyatt became a branch manager and Financial Planning Consultant with Britannia Building Society, prior to becoming an Independent Financial Adviser in Exeter in 1999. He joined the firm in 2002.

Wyatt lives in Crediton and enjoys football, running, walking and playing golf.

You can contact Wyatt on 01392 346464 or email: [email protected]

The fourth team member we introduce you to is Carrie Maud, a Chartered Financial Planner working from our Exeter, Sidmouth and Ottery St Mary offices.

Carrie’s career in Financial Services started in 1983 as a representative with Standard Life. Since 1991 Carrie has been providing independent financial advice, initially with an accountancy practice and subsequently with independent firms in the South West.

In addition to being able to provide advice to clients in all areas of financial planning, Carrie has specialist knowledge and qualifications in the areas of Retirement Planning, Long Term Care and Equity Release.

Carrie is married with two children, and enjoys singing with a local community choir, coastal walks, cycling in the countryside and travelling.

You can contact Carrie on 01392 346464 or email: [email protected]

What is Financial Planning?
Financial planning is the process of working out how you will generate income in the future and then finding ways to invest that money.

The main goal of financial planning is to help people get the most out of their money and assets during their lifetime, which can be long or short depending on your circumstances.

At Gilbert Stephens Financial Services our Independent Financial Advisers will assist you in identifying your short, medium and long term goals. They will review and evaluate your current overall financial position, which may include assets and liabilities, and look at your income and expenditure. Throughout this process we will work together to develop a strategy which will create a “route map” for achieving each goal.

Once agreed, the plan will be implemented and then monitored on an ongoing basis, at least yearly, to ensure adjustments are made as and when required.

You can contact our team on 01392 346464 or email [email protected]