28 Ternata Drive, Monmouthshire, Monmouth, NP25 5UYMake an enquiry
I am based in Monmouth and provide Independent Financial Advice throughout Monmouthshire and the surrounding counties. I started in the industry in 2008 and am a member of the Personal Finance Society.
My role is to help you meet your financial and life objectives, I achieve this by using a holistic approach and providing a bespoke advice service. I pride myself on excellent customer service and take the time explain my advice in a jargon free and clear way so that my clients fully understand the solutions we agree. I believe in providing an ongoing service to make sure you are kept updated on any legislative or market changes and I’m kept updated with any changes in your individual circumstance. This allows me to make sure we are still on target to meet your objectives.
I pride myself on relationship building and getting to know clients so I can provide a service for the long term.
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