Trinity Norfolk Limited
Telephone: 01603 951576
Mobile: 07794 563858
Address: The Enterprise Centre, University Drive, University of East Anglia, Norwich, Norfolk NR4 7TJ
Type of member: Financial Adviser
Member since: May 2015
Angus started his career in financial services as stockbroker and financial adviser with a large reputable company in the UK. Passionate about people, he progressed into later life advice and advising mature clients.
Over the last 7 years, Angus has developed an affinity for dealing with mature clients and understands their concerns and needs. He has specialist qualifications in long term care and advanced pension planning enabling him to provide later Life Care planning with additional advice on investments, pensions, inheritance tax and estate planning where required.
Meeting with all his clients face-to-face, Angus is able to build a caring, professional and trusted relationship. Through personal experience, Angus recognises the need for empathy and understanding when providing advice in this area.
A client recently commented, ‘With our limited experience, Angus patiently helped us with what seemed a daunting situation. We needed support and he gave us the peace of mind we were looking for through the process – and we are not disappointed.”
Angus is married with 3 children, all of whom are involved in community work in Norwich. He enjoys time with his family, as well as enjoying cycling through the countryside.