I am a Chartered Financial Planner through the London Institute of Banking & Finance (LIBF) and I have been working in the financial advisory industry for over 17 years.
Since 2011, I have been based at the offices of HW Fisher and taken a lead on growing the joint venture between Close Brothers and HW Fisher.
The strength of the joint venture is that some ‘joined up thinking’ can be applied when dealing with the financial and taxation aspects of a client’s affairs. It also means the clients have a single destination to receive a complete suite of services.
The diverse client base of HW Fisher means our services have been tailored to broad range of circumstances, from corporate leaders to creative individuals.
Our wealth management service is centred around developing long-term relationship with our clients, understanding their needs and adapting as their circumstances change.
Chartered Insurance Institute
Personal Finance Society