I have worked in the Financial Services Industry for almost twenty years, and I am qualified to Diploma level.
I am married with three children and five grandchildren. My hobbies include spending time with the family, holidaying in Spain and fast cars.
Whether your needs are simple or complex, from a simple investment to a complicated pension or inheritance planning, I can help you plan for the future, creating a strategy that can be as flexible as you need it to be, as you never know what is round the corner or how your needs will change.
All good plans need to be reviewed on at least an annual basis if not more often, which is why it is important that you choose the right adviser in the first place. All my clients look forward to my client reviews and see them as an enjoyable experience rather than a chore.
The key to successful financial planning, is to choose an adviser, that you feel at ease and you are comfortable with.
Working With Me
I provide advice and help following a financial review which can take place at a convenient time and place for you. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a more thorough review.
Following your initial review, I will take time to consider your situation, needs and priorities before reporting my recommendations. We will discuss this face to face in a follow up meeting in which I’ll fully explain my recommendations and agree affordable priorities to assist you in achieving your objectives.
Please contact me to book a review.