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ABOUT PROTOCOL

Protocol’s service offering is built on long-term client relationships, a personalised service, based on a detailed understanding of every client’s needs, hopes and aspirations. Quality financial advice is not achieved through a computer screen relationship.

 

As an Independent Financial Adviser, Stephen isn’t tied to any product providers, enabling Protocol’s clients to benefit from unbiased advice and access to a broad range of financial markets and instruments.

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THE TEAM

Stephen Horswell
Financial Adviser
Kate Elkins
Personal Assistant
Chris Widlake
Paraplanner

Stephen has lived in Devon and Cornwall all his life and is currently based in Torquay. His main specialisations lie in the areas of retirement and investment planning, regularly involving, drawdown pensions, inheritance tax planning and lifetime mortgages. Stephen enjoys watching sport and sharing his Arsenal and Exeter Chiefs season tickets.

As Stephen's personal assistant, Kate is on hand to deal with any questions and queries during standard office hours. Kate also provides administrative support and manages Protocol’s basic accounting functions.

Chris is Protocol's Paraplanner, which primarily involves research and writing advice reports. Having worked in financial services since 2005, he has a Diploma in Financial Planning, as well as a Certificate in Equity Release. He is currently studying towards his Advanced Diploma. Outside of work Chris loves to spend time with his family and is an avid watcher and player of sport, especially when Liverpool are playing!

Protocol Capital Management Ltd is registered in England and Wales at Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE under company registration number 5048430.

Protocol Capital Management Ltd is authorised and regulated by the Financial Conduct Authority.

Registered office: Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE.

FCA number 400263

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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. The Financial Conduct Authority does not regulate taxation advice. To visit the FCA website - money made clear please click here. To verify our status with the FCA click here and key our FCA number 400263. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.or

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