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I am a Chartered Financial Planner with nearly 20 years industry experience and qualified as a Fellow of the Personal Finance Society.
Since 2009, I have worked internally at HW Fisher growing a joint venture to provide financial advice at the highest level to a hugely varied client base with a wide range of objectives.
Based at the offices of Acre House, our goal remains to work closely with the firm and to commit to deliver a thoroughly professional service on the management of their clients ongoing financial affairs.
I enjoy dealing with a diverse range of clients, understanding each client has their own specific needs and unique objectives, tailoring our service and providing the empathy required to anticipate and accommodate their changing requirements through life.
Our wealth management service is based on developing a long-term relationship with our client and as part of that service, we are available by email, telephone or face to face meetings (at least once a year) to discuss ongoing financial planning and advice. This direct relationship means that we can develop a deep understanding of a client’s needs and enables us to react promptly as circumstances change.
Chartered Insurance Institute
Personal Finance Society