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Enquiry Form |
Petworth
Queens Court, High Street, Petworth, West Sussex, GU28 0AU
Telephone: 01798 345168
Fax: 0870 7773148
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Brian Symonds (e-mail me)
Brian is passionate about helping his clients achieve their financial goals by creating, reviewing and building a retirement fund with both pension and non pension savings, mitigating Inheritance Tax along with maximising various financial planning opportunities.
He believes that the key to financial success and security is the regular monitoring and reviewing performance. Brian undertakes to report to his clients at least twice per year to ensure their portfolio is kept within their risk profile.
Brian entered Financial Services in 1981, gaining valuable knowledge from a major company before working for an Independent Financial Adviser. He set up his own business in September 1984 and has employed a number of specialist advisers in the past. Joining Protection & Investment Ltd in 2007 has allowed him to focus on wealth management and out-source such areas as mortgages to other Protection & Investment advisers.
Married with 3 children, Brian is a keen golfer and enjoys most types of sport.
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