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Louis Maddison
Chartered Financial Planner
"The three things I love most about my job are meeting new people and making connections, being able to provide direction for people in need, and the fact that my work doesn’t feel like work."
Work
Louis’s proudest moment as a Financial Planner was achieving Chartered status at the age of just 26 after eight years of mostly continuous studying and sacrifices. Today, he uses that hard-earned knowledge to help a wide variety of different clients.
Louis focuses on general holistic financial planning, including Inheritance Tax assessment and solutions and AIM options. He can provide advice across a range of areas, including Venture Capital Trusts, pensions, ISAs, General Investment Accounts, and bonds both offshore and onshore.
Rest and play
Louis is a big adrenaline junkie and loves activities such as sky diving, cliff jumping and off-roading on his adventure touring motorbike. He also often partakes in physical challenges such as Tough Mudder.
Louis has a passion for helping others and tries to visit the homeless in York when he can. Louis has also recently registered to be a volunteer for Dementia Forward. This will involve helping advise members of the public in his spare time who have been unfortunately diagnosed with young-onset dementia.
Louis in the spotlight
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Chartered Financial Planner
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