Waverley Team
Introduction
Tim Boyle and Mike Gibbs make up the Waverley Financial Adviser team. Tim has served Basingstoke clients for many years and more recently he and Mike have teamed up with Mike serving clients in Basingstoke and London. They have considerable experience between them as detailed below.
Tim Boyle BA APFS
Chartered Financial Planner
Tim has worked in Financial Services since 1981 as a Financial Adviser before becoming an Independent Financial Advisor in 1990 spending 8 years with a small practice in Fleet, Hants.
He formed Waverley Financial Services in 1998 providing advice to clients on all areas of financial planning from basic insurance matters to more complex taxation, Trusts and Pensions. During this period he studied with the Open University to achieve his BA Degree. His firm Waverley Financial Services is part of the New Leaf Group a national IFA whom he joined in 2014, a truly independent advisory practice which is committed to providing the best possible service to our valued clients.
The majority of his clients are in the Basingstoke and Hampshire region although he is happy to travel further afield. He likes meeting new people from all types of backgrounds. Many of his clients have been with him for some 30 years and he is always happy to advise new clients.
Tim prides himself on providing straightforward, easy to understand advice and always have his clients' best interests in mind. His mission is to deliver an efficient and affordable service.
Tim gained the Chartered Insurance Institute Advanced Diploma in Financial Planning and achieved Chartered Financial Planner status.
Tim's hobbies include sports particularly cycling, foreign languages (Spanish & French) and travel, history, film and good food & wine.
Mike Gibbs MSc, CA, DipPFS
Financial Adviser
Mike, is a Financial Adviser and Chartered Accountant. His first job was working for Ernst & Young in Mexico in 1999 and he later qualified as a Chartered Accountant with them in London in 2004.
After completing a Masters in Mathematical Trading and Finance (Distinction) at Bayes Business School he worked in Investment Banking for over 16 years. His experience in Risk Management and of a wide range of financial products coupled with his Diplomas in Financial Planning provide a great pool of knowledge and experience to draw on to advise clients. Having spent several years speaking to Financial Regulators about risks he now prefers speaking to clients and providing them with practical and useful financial advice.
He finds it very satisfying to help clients save money and enable their investments to grow more.
Mike's wife is Spanish and visiting Spain with his wife and 2 children is a great pastime. He also enjoys cycling, good food and wine (particularly rioja!)..
Contact Details
Regulatory Statements
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.
Waverley Financial Services Ltd, (FCA) Number 1044446, is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421.
Registered Office : 165 - 167 High Street, Rayleigh, Essex, SS6 7QA
Complaints Procedure
As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know.
How to complain:
Email: complaints@newleafgroup.co.uk
Write to: New Leaf Distribution Ltd, 165 - 167 High Street, Rayleigh, Essex SS6 7QA
Call: 01702 431130
We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.
If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):
Website: www.financial-ombudsman.org.uk
Phone: 0800 023 4567
Address: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Note: As an Appointed Representative, complaints are handled in accordance with New Leaf Distribution Limited's procedures, which are FCA-compliant.