Rupert Lovesy

Independent Financial Adviser

, | Tel: 01460 281 961 or 07895 215 074

Qualifications

  • DipFA

Rupert graduated from the University of Exeter in 1998 with a BA (Ed) in Physics and Primary Education. Spending eleven years as a primary school teacher, he took a keen interest in raising awareness of environmental and ethical issues amongst school communities. He took action at school and county level to encourage participation in the national “Eco Schools” programme, whereby schools consider their impact on the environment and make targeted improvements.

Rupert is able to give advice on family and business protection, regular savings, investments, retirement planning and inheritance tax. As an independent adviser, he can draw on the whole of the market to source the very best products, taking into account your personal values.

Married to Jennie with a four year old daughter, Rupert’s interests include music and gardening. He continues to support his village school and as a member of the PTA, gives his time to running regular school discos.

Based near Ilminster in Somerset, Rupert mainly services clients in the west-country but can also meet clients at the Salisbury office or give advice over the telephone.

Rupert Lovesy

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“The service I have received from Rupert has been excellent. He took the time to fully evaluate all aspects of my financial situation and then went through his advice with me, answering any questions that I had.”