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5.0

Mike Walsh

18:15 05 Jun 22

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

David Wilkinson

09:58 09 Dec 20

Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

Koray Feran

08:04 15 Mar 20

Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..Dr Koray Feran BDS MSc FDSRCSClinical Director LCIAD Ltd

Tim Jones

18:29 26 Feb 20

I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.

Ashkan Pitchforth

17:14 30 May 19

I have used Christine Hawes at FTA now on a number of occasions. First class service. She is spot on with advice; approachable; always at the end of the phone; and does everything to ensure the cover is in place as required. There is no need for me to go to anyone else because the service is perfect. I would recommend her to all, and will continue to use her services in the future.

john swift

13:02 24 May 19

I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.

AME Erwee

09:32 23 May 19

I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!

Mike Walsh

12:15 08 May 19

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 4 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

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SUSAN DELAHUNTY - DIPIP PFA, DIRECTOR - PROTECTION ADVISER

Sue holds the Diploma in Investment Planning (DipIP) and has been awarded Professional Financial Adviser status by the Chartered Institute of Bankers in Scotland (CIOBS). She has been a financial adviser for over 35 years, having dedicated the past decade to working with Business Professionals and their families. Sue is also a qualified in will writing and estate planning. Professional memberships include The Personal Finance Society, Chartered Institute of Bankers and Chartered Insurance Institute.

Sue provides holistic protection and insurance advice in support of each indiviual or business, with a wealth of knowledge and experience helping business and healthcare professionals protect their families.

In her spare time, Sue enjoys exercising at the gym, reading, walking and spending weekends with the family.

ADAM BROOKBANKS - DIPFA, DIRECTOR

Adam holds the Diploma for Financial Adviser (DipFA) and has been awarded professional status by the Institute of Financial Services (IFS). Adam has been an independent financial adviser for many years and acts as managing director of the company.

Adam offers holistic advice to individuals and businesses, specialising in investments, pension planning and tax-efficiency strategies. Adam is very proficient at overall investment planning and portfolio diversification and can help you harness your investments to the best of their capability.

In his spare time, Adam enjoys live music, playing golf and watching the Cherries at Dean Court.

MARTIN GILBERT- DIPPFS, Cert CII(MP), Paraplanner and Technical Support

With over 30 years in financial services and 20 of these years offering private client advice Martin fronts the paraplanning and technical support of FTA Financial & Wealth Management. He has a vast amount of experience in a variety of areas, having worked in a range of financial service roles throughout his career. Martin’s background is in paraplanning, financial planning, portfolio management, and compliance.

Martin assists the advisers and clients with technical support and research for advice. He has multiple qualifications, including the Diploma in Financial Planning, therefore helping the company excel in the quality of advice given. Martin also acts as a valuable client contact and point of contact for queries and assistance.

In his spare time, Martin likes training at the gym and spending time with his family.

CHRISTINE HAWES - PROTECTION ADMINISTRATOR

Christine supports Sue in managing the Protection department at FTA Financial & Wealth Management, helping arrange and service all types of personal and business protection. Christine has worked in financial services for 20 years, having specialised in protection for the last 12 years, and is an integral part of the team.

Christine’s knowledge and experience helps healthcare professionals arrange suitable, cost-efficient and effective cover promptly, which is especially beneficial to clients who are on tight timescales.

In her spare time Christine enjoys reading, horse riding, and teaching children to horse ride.

FTA Financial & Wealth Management Limited is an appointed representative of Beaufort Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales FCA Number 764631. Registered in England and Wales, Registration No.10448788.
Remember, the value of units can fall as well as rise, and you may not get back all of your original investment.
*Tax planning advice and will writing are not regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate some forms of Tax, Offshore Investments, Legal advice, Wills and Trusts. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

SUSAN DELAHUNTY - DIPIP PFA, DIRECTOR - PROTECTION ADVISER

ADAM BROOKBANKS - DIPFA, DIRECTOR

MARTIN GILBERT- DIPPFS, Cert CII(MP), Paraplanner and Technical Support

CHRISTINE HAWES - PROTECTION ADMINISTRATOR

I would like to meet. Let’s do coffee

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