I offer my clients a wealth of services including: investment advice; retirement planning; pensions advice; pension transfers; pension drawdown; inheritance tax planning; discretionary fund management; business and personal protection, auto-enrolment and stockbroking.
I work in my local community and enjoy the full support of AFH's in-house investment specialists, technical experts and administrators.
I provide genuinely independent advice for greater choice with less restrictions and no conflicts of interest. I am also independent of mind. This means that when I meet a client I will not know the course of action that we will take together until I have fully understood their needs, aspirations and motivations and conducted focused research on their behalf.
I have enjoyed a career as a financial services professional for over 17 years, covering most areas within Essex and East London where I provide a face to face service to clients at a time and location suitable to each individual.
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