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Investment advice represents a major part of the business. This process starts at a meeting to discuss a client’s current financial position and investment requirements. This is usually done at Southgate Financial's offices but can be arranged at the client’s home if travel or accessibility is a problem.
Enabling clients to consider options for their future, the company supplies individuals with a professional financial plan. With powerful financial planning software and friendly staff, the service is intended to help clients determine and realize their plans.
The investment and financial planning services are primarily provided by David Tickett, the managing director, supported by a trained team of administrators. David has many years experience of both institutional and private client fund management in various countries before qualifying to give independent financial advice in 1992. He studied investment analysis and management in Sydney and Tokyo before completing the Investment Management Programme with the London Business School in 1987. David was awarded a Certified Financial Planner licence in 2004 and this is renewed annually.
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