Louise Baughan

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Louise Baughan
Senior Financial Planner

Louise has been working in financial services since 1998 and joined AVT in 2011.  She began her career in South Africa before relocating to the UK in 2003.  She has specialised in providing holistic financial advice since 2006, helping clients to achieve their financial goals and aspirations.

“My decision to join AVT was an easy one.  We believe in the core values of excellent customer service as well as high levels of technical advice.  Having an active young son has challenged my multi-tasking skills, but over the last few years they have had to improve dramatically!  But it does mean that it’s a factor in creating enough time for me to enjoy the wonderful local countryside as well as an occasional glass of white burgundy"
 

How I can help

  • Personal investment advice
  • Retirement planning
  • Family protection
  • Pensions and financial advice on divorce
  • Care fees planning
  • Equity release

My achievements and advanced qualifications

  • Dip PFS
  • AF1 (Personal tax & trust planning)
  • AF5 (Financial planning process)
  • H15 (Supervision & sales management)

 





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