Summary
Financial Adviser and Director of George Travis Ltd, Chartered Financial Planners.
I have over 25 years experience in the Financial services industry in a wide range of roles. I hold Chartered status with both the Chartered Insurance Institute (CII) and the Securities and Investment Institute (CISI), both being recognised as the 'gold' standards for these Professional Bodies.
George Travis Ltd is a small, independent firm based in Chester with offices accessible for our clients based in the North West, North Wales and those further afield in the UK. Because of its size and constitution, it is able to pride itself in being able to offer an unresricted, focussed and 'tailor made' approach to suit each clients needs.
I am pleased to have the opportunity to be able to advise in truly bespoke and manner that is professional, adaptable and personal to each clients circumstances.
Expertise
Broadly speaking we provide bespoke Financial Planning, Wealth Management and Investment Management Services for individuals, trustees, charities and small businessses.
Specifically our main areas of advice are:-
Investments and savings
Pensions and Retirement Planning
Mortgages (Conventional and 'Lifetime')
Personal Protection (Life, Health, Illness and Disability Insurances)
Financial Planiing for children (Education fees, Trusts, JISA's)
Estare and IHT Planning
Long Term Care
Tax advice
Business support
Share and Investment administration services
Assistance with legal documents (Wills, Powers of Attorney)
Experience
-
George Travis Ltd
Chartered Financial Planner
- Current
Education History
-
-
1985 - 1988Reading University
Agricultural Economics, 2nd Class wirth Hons.
Qualifications
Chartered Wealth Manager CISI), Chartered FCSI
Chartered Financial Planner (CII), APFS
Certificate in Long Term Care (CII)
Certificate in Life and Pensions (CII)
Certificate in Mortgage Advice (CII)
Certificate in Equity Release (CII)
Clubs and Associations
Member of CISI
Associate Personal Finance Society (PFS)
Member of Society of Mortgage Professionals
Interests and Hobbies
Married to Lara. Twin daughters aged 3
I enjoy the outdoor life biking, walking and skiing.
I enjoy most sports either as a participant or spectator for camraderie, friendship and fun.
In particular cricket, rugby, croquet and all 'horse powered' racing whether it be on 4 wheels, 2 wheels or 4 legs!
