I am a dynamic and committed Professional having achieved level 4 qualification (DipPFS) and level 3 Cert CII (MP). I believe in trust and integrity being the key values leading to long and healthy client relationships and enabling the desired outcome.
Specialties:-
Wealth Management, Retirement Planning and Investments including, but not limited to: Portfolio Management, Estate Planning, Strategic Financial Planning, Investment Strategies, , Inheritance Tax Planning, Pensions etc.
Service I Offer :-
• Initial interviews are conducted free of charge giving you and I the opportunity to meet to discuss any issues, concerns and financial objective you want advice on.
• Before any advice can be provided I need to gather detailed hard and soft financial facts about your personal or business circumstances, which will form the basis of the advice.
• If the advice concerns investments, I will need to discuss your attitudes towards investment risk rewards, which is conducted by a series of questions and responses.
• Advice is presented as a report to be discussed in detail and questions answered before you proceed to any recommendations made.
• Annual reviews to address any circumstantial changes
Your home may be repossessed if you do not keep up repayments on your mortgage.
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