Gavin Crisp Email & Phone Number

Ashford, England, United Kingdom

I am an Appointed Representative (FCA No GJC 01150) of Julian Harris Financial Consultants (FCA NO 153566) which is authorised and regulated by the Financial Conduct Authority.The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic conditions(s). Capital at risk. Currency movements may also affect the value of your investments. You may get back less than you originally invested. Past performance is not a reliable indicator of future performance. Tax treatment is based on individuals's unique circumstances.

I provide independent financial advice with a specialism in school fee planning as a Director of Wellington Beau Financial Architecture and an Ambassador of Fairstone

Shepton Mallet

Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services.As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception.We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure.Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot.To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients.To find out more about our client offering visit fairstone.co.uk To find out more about our acquisition models visit fairstonegroup.co.uk

Somerset

Prior to setting up Wellington Beau, I worked for SFIA as an Independent Financial Adviser covering the south west area, specialising in school fee planning.Prior to this, I have held a variety of senior positions in the service sector and some at board level.

Master'S Degree, Business Administration And Management, General

Master Of Business Administration - Mba

Master Of Business Administration - Mba