Guy

Ovenden
DipFA, CeMAP
Financial Planner
FCA Registration Number:
GXO28136

Guy has been working in Financial Services since leaving school back in 2008. During his career, he has worked with some of the largest insurance companies across the globe. In 2014, Guy started advising personal client’s on financial protection ensuring their families are safeguarded should the worst happen. He expanded his knowledge into the business protection field, becoming an expert in advising businesses from sole trader’s to multi million pound corporation’s in the city. Guy takes great pride in ensuring his clients are prepared should the worst happen.

Guy’s life long passion of becoming a financial adviser, has given him the drive and passion to work with his clients to aid them in meeting their financial goals. He gains clients trust through holistic planning, meticulous questioning and understanding client’s on a personal level. By utilising these methods, Guy is able to build bespoke financial strategies to help meet clients future goals.

Guy provides advice to clients at all stages of their lives, starting from plans for their first home, right the way through to planning their retirement and protecting their estate.

Guy is proficient in the following areas of financial planning;

  • Building and preserving wealth
  • Managing cash and borrowings
  • Personal protection against sickness and/or death
  • Protecting businesses through share and profit protection
  • Retirement Planning
  • Estate Planning

In his spare time, Guy has is a great fan of all sports ranging from golf and cricket, to fast paced, rugby and football. He is a keen golfer and won county trophies during his teenage years.

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Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.

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