Giles Betts

Giles Betts DipFA MIFS

 

From founding my financial career within the Audi brand creating funding packages for clients across the South West, to more latterly working with Lloyds TSB and then St James Place giving financial advice, and now proudly associated with Invest Southwest. I have spent 20 years servicing clients in a variety of arenas.

 

Joining Invest Southwest has given me the opportunity to offer a truly independent, whole of market service over a far broader and more flexible spectrum. In my time exercising due diligence and research on Invest Southwest, I discovered a world of quality and excellence. This I am now proud to offer to my clients new and old.

 

On a personal level, having a supportive family with three children has helped me to truly understand the importance of quality financial planning. Life experiences are often unplanned but by planning to minimise disruption, personal goals can continue to prevail. Whether the changes are due to economic or health factors, tailored advice and guidance can make a massive difference.

 

Any initial exploratory meeting in the comfort of your own home or at my Taunton office is completely free of charge. Please do not hesitate to contact me directly to organise a meeting at a time and place that fits with your lifestyle. I look forward to meeting you.