I’m a Chartered Financial Planner with over 10 years industry experience and a qualified Fellow of the Personal Finance Society.
It’s my view that everyone should seek professional advice when it comes to their finances. No matter what life stage you are at; whether you’re starting a family, approaching retirement or looking to pass on your wealth to the next generation; I believe receiving expert advice from an experienced financial planner is invaluable.
People seek advice from solicitors, accountants and medical professionals as these fields are highly complex and making a mistake can be costly. Why should our personal finances be any different?
My job is to give clients clarity when it comes to choosing a suitable pension, or an investment strategy tailored for a specific goal, and all other aspects of financial planning. It really is about adopting a holistic approach that fully appreciates the client’s circumstances, but most importantly it’s about forming long-term relationships built on empathy and trust so that my clients know that whatever happens in life; their finances are well looked after.
Member of the Personal Finance Society
Chartered Insurance Institute
The Society of Mortgage Professionals