Veritas Wealth Solutions Ltd.
After spending over 20 years as an Independent Financial Adviser for a local company in Cheltenham, in September 2018 I became an appointed representative for Vision Independent Financial Planning. I offer a professional and personal service providing tailored advice which always has my clients’ best interests at heart. Over the years I’ve built up an extensive knowledge in all aspects of personal and corporate advice, specialising in pensions (typically in or around retirement), investments and tax planning, particularly inheritance tax.
I can be contacted directly on 07505 292763 or via email at email@example.com.
When I’m not working: I enjoy spending time with my wife and son, walking our dog, and playing squash, badminton and the occasional game of golf.Contact Us