Copyright © 2018 Adviser Pro
All Rights Reserved.
Copyright © 2018 Adviser Pro
All Rights Reserved.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Inheritance tax Planning is not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.
Stephen is the founder and Managing Director of Bevan Charles Ltd and has been in financial services for over 30 years, establishing Bevan Charles in 1997. He is a graduate of Swansea University and is fully qualified to the Financial Conduct Authority standard of 'Diploma in Financial Services'. He also has the specific additional qualifications for Pension Transfers and Long Term Care. He is first and foremost a Financial Planner, focusing on helping clients achieve their financial goals with a range of tax efficient and managed investment solutions.
Jeremy is a Financial Planner with over 20 years of experience, most of that time with Bevan Charles Ltd, which he joined shortly after its inception and is now a Director as well as a Financial Adviser.
He has completed the CII level 4 Diploma in Financial Planning. He deals with all aspects of Financial Planning and is qualified to give advice on Family Protection, Savings, and Investments through Retirement Planning and Inheritance Tax Planning. He also advises on Business Protection, Succession Planning and Trust Investments.
Jeremy has built his reputation and business predominantly on referrals from existing clients and introductions from Solicitors and Accountants.
Amanda is the Office Manager for Bevan Charles and has been with the practice since its inception. With over 30 years in financial services she has considerable experience and knowledge in assisting the practice advisers in meeting clients needs and objectives. In addition Amanda is responsible for the day to day running of the office.
With over 20 years' experience as a Corporate Account Executive within the financial services and insurance sectors, Alison recently joined us from a multinational organisation. Alison's role will be key in our Administrative Team. Her focus on customer support and attention to detail will ensure our clients continue to receive an exceptional service. Alison's qualifications include a Certificate in Insurance from the Chartered institute of Insurers (Cert CII).
THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Company address: Bevan Charles Ltd, 7-8 Raleigh Walk, Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN
Bevan Charles Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Bevan Charles Limited is registered in England and Wales, Number 3726046. Registered Address: 7/8 Raleigh Walk Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 09/10/2024
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