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Based in Cardiff
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
As Director and Financial Planner at Archytas, I look after a variety of private and corporate clients in a range of financial situations. I have worked in the financial industry since 2007, having previously fulfilled a business development role. Financial services has always interested me and so, whilst working as an Introducer to a Pensions Specialist, I re-trained to be a financial adviser. I now hold my Certificate in Financial Planning (PFS) and Diploma for Financial Advisers (MIFS). I am also a qualified Counsellor and Life Coach, which helps me build strong client empathy and deliver our family-feel services. It’s so rewarding to help clients identify their ambitions and assist them on their ‘journey’ to achieving these dreams.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Archytas Strategic Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA No 609841.
Registered in England and Wales, Company No. 8111145