Our Advisers

DAVID  BAGLEY
DAVID
BAGLEY

DAVID BAGLEY


About DAVID

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

London and surrounding area’s

DAVID  BUCKINGHAM
DAVID
BUCKINGHAM

DAVID BUCKINGHAM


About DAVID

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

David has been a successful adviser since 2016 and since then has a proven track record, especially in pensions and specialises in ethical investing. Well-travelled, he has lived in Ireland, Canada and West Africa and now lives in Reading with his wife and young son.

Pensions
Personal Pensions
SIPPs
SASSs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Berkshire and surrounding area’s

DAVID  CHAMBERS
DAVID
CHAMBERS

DAVID CHAMBERS


About DAVID

Financial planner

QUALIFICATIONS

Diploma for Financial Advisers (DipFA)

BIOGRAPHICAL INFO

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

London and surrounding area’s

GAR-LOK  LAU
GAR-LOK
LAU

GAR-LOK LAU


About GAR-LOK

Financial planner

QUALIFICATIONS

Diploma for Financial Advisers (DipFA)

BIOGRAPHICAL INFO

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

London and surrounding area’s

IAN PRIDEAUX
IAN
PRIDEAUX

IAN PRIDEAUX


About IAN

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Leeds and surrounding area’s

Jordan Evason
Jordan
Evason

Jordan Evason


About Jordan

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Liverpool and surrounding area’s

LUKE KALSI
LUKE
KALSI

LUKE KALSI


About LUKE

Financial planner

QUALIFICATIONS

Diploma for Financial Advisers (DipFA)

BIOGRAPHICAL INFO

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

London and surrounding area’s

MATTHEW  LEADBETTER
MATTHEW
LEADBETTER

MATTHEW LEADBETTER


About MATTHEW

Financial Planner

QUALIFICATIONS

Diploma for Financial Advisers (DipFA
CII R05

BIOGRAPHICAL INFO

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

London and surrounding area’s

MICHAEL  O'CONNELL
MICHAEL
O'CONNELL

MICHAEL O'CONNELL


About MICHAEL

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

London and surrounding area’s

OLIVER BARAT
OLIVER
BARAT

OLIVER BARAT


About OLIVER

Financial Adviser

QUALIFICATIONS

Diploma for Financial Adviser (DIPFA®)
Level 6 Pension Transfers (PETR)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes
Defined Benefit Pension Transfers

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

General Insurance
Home contents Insurance
Buildings Insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

London and surrounding area’s

TIM READ
TIM
READ

TIM READ


About TIM

Financial Adviser

QUALIFICATIONS

Diploma for Financial Advisers (DipFA®)

BIOGRAPHICAL INFO

Pensions
Personal Pensions
SIPPs
Company schemes

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance / Income Protection

Want to know more?

Call us for a friendly chat on 0345 307 4077 or email: services@edwardbond.co.uk

Howbury House, Texcel Business Park, Thames Road, Dartford, Kent, DA1 4RQ