0330 038 8941
Based in Portishead
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FCA Regulated
Patrick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Patrick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Patrick has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Patrick has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Patrick has not yet added their qualifications to their profile
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Patrick has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Patrick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Patrick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Patrick has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Patrick has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Patrick has not yet added their qualifications to their profile
Qualifications not yet added
Patrick has not yet added their qualifications to their profile
Transparent Fees
Patrick has not yet added their fees to their profile
Fees not yet added
Patrick has not yet added their fees to their profile
I live in Somerset with my partner Vikki and our young son. I have a degree in Biological Sciences as well as a Postgraduate Certificate In Education (PGCE). I have worked in financial services for over 27 years as an adviser and people manager with experience of managing change and evolving cultures. I have been fortunate enough to achieve various awards across several different roles and companies. Despite working in key roles for long periods, my experience encompasses Bancassurance, Tied and Independent sectors at adviser and management levels. This gives me a strong perspective on the industry and how it continues to evolve. I am a huge customer advocate and have led major projects in the past, improving client outcomes and experiences. At Washington Square we want to ensure that our clients are at the absolute core of what we do, and we are always evolving the way we engage with our customers. We are fortunate to be part of an industry which offers a lifelong partnership and makes a real difference. Outside of Financial Services, I have been actively involved in local radio for many years and have organised and run radio stations in and around the South West at all levels from recruitment to licensing and station management. Most recently I was involved with Radio WOMAD in Wiltshire, but other credits include Radio Caroline and Caroline Rocks FM which won the Venue magazine Top Banana Award for Best Entertainment in Bristol for 2004. I was proud to be a director of the iconic Bristol Community Festival (Ashton Court Festival) in the 1990s and early 2000s. For over 25 years I’ve been lucky enough to be involved in the organisation of fire and safety stewarding for various areas of Glastonbury Festival. In that time, I have provided and managed steward teams across the Unfairground, Lost Vagueness, Shangri-La, Block 9, Common, Glasto Latino, Arcadia, Cinema, Cabaret, Theatre & Circus areas and covered hundreds of venues and locations. My mandate has included recruiting, training and organising stewards and their deployment and operation in these areas, pre, during and post festival. A fantastic part of working at Glastonbury is that it has enabled me to raise over £50,000 for charities in the South West, including Childrensworld and Mendip Cave Rescue.
Offers available through VouchedFor
If you choose to receive advice from Patrick after contacting them through VouchedFor then they will discount their fees by £100.
£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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