Gavin Porritt, Founder of Teylu Financial Planning, has been an Adviser since 1999 and is both Chartered and a Fellow of the Chartered Insurance Institute.
His goal is to save clients the time and energy it takes to manage their financial affairs, so that they are free to focus more closely on matters that mean the most to them. Initially the aim is to increase levels of financial organisation and thereafter provide an impartial second opinion on the financial decisions already taken and those under consideration.
Going forward a creative role is taken in bringing to attention tax, investment and planning opportunities as they arise and establish a regular review system to ensure aims and objectives are achieved.
Typical clients fall within two distinct groups; Generators of Wealth, entrepreneurs, owners of small to medium sized businesses as well as self-employed professionals; and Receivers of Wealth, those in/or planning a comfortable retirement.