Member of – Cirencester

Ludice Wealth Management is dedicated to providing the most suitable financial advice and outcomes for all our clients. We are a dedicated team of independent financial advisers who have extensive experience and knowledge from across the industry. We offer a wealth of financial advice to our clients across the UK with a range of services from full financial reviews to investment, retirement, tax and estate planning.

Whatever your financial aspirations, our highly qualified advisers utilise their specialist technical knowledge and expertise to provide personalised solutions for you. Our aim is to build long term relationships with our clients built on mutual respect and trust and as testament to this, we find we obtain most of our business from existing clients and recommendations.

My Bio:

I have been involved in Financial Services since leaving school in 1988.  I started with TSB Bank before moving on to Allied Dunbar, Zurich and Openwork.   I have been a self-employed IFA since 2009 and pride myself in developing long term client relationships and I am passionate about making a difference to people’s lives.

When I’m not working, I am kept busy with my home life; my wife Rachel is a GP and Menopause Coach and together we have 4 wonderful children. When not ferrying them here there and everywhere I enjoy keeping fit, playing golf, watching proper football (Oxford United!), cricket and walking my Field Spaniel and Miniature Dachshund, normally via the local pub!

Kevin Jakeman CeMAP DipFA MLIBF

Mobile: 07824 901076

Tel:01242 503500