Angus Branfield - Director, Private Clients
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Angus has been actively advising private clients since 1992 and joined Truestone in 2004. As Head of Private Clients, Angus is the Director responsible for overseeing the service provided by the twenty plus staff working in the Truestone Private Clients Division. Although Angus offers advice across a wide range of financial planning needs he has developed a high level of specialist knowledge, gained from many years experience assisting clients with pensions and investment planning. Angus is one of an elite group of practising financial advisers to have attained the title of Fellow of the Personal Finance Society (FPFS). This is widely regarded as the leading qualification for financial advisers and is held by fewer than 5% of the PFS membership of 25,000. Angus holds the Investment Management Certificate (IMC) and a BSc (Hons) in Financial Services as well as being a Chartered Financial Planner. Angus believes that a key part of his role is to cut out the jargon and simplify the complex rather than bamboozle clients with unnecessary bureaucracy. As he says ‘clients need to know that we know what we are talking about, but don’t need to be experts themselves’. Away from work Angus is a family man with a teenage son and two younger children. He takes great pride in his son’s sporting achievements and offers a willing taxi service. Contact Angus. |
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