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Giles Wellington

Giles Wellington of Strategic Solutions Financial Services is based in Bournemouth. Giles has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Manager of certification employee
CPD11 - Pension transfer specialist
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
SMF27 Partner

Previous Employment:
Quilter Financial Planning Solutions Limited29/07/2004 to 30/12/2010
Towergate Financial (East) Limited25/05/2004 to 02/08/2004
Barclays Financial Planning Limited01/12/2001 to 28/05/2004
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.