This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
As a sole trader, I have experience in the financial service industry since 1982.
I am FCA approved, attaining DIP4.
I pride myself on delivering a personal service tailored to the needs of each of my clients.
My initial meeting is free from which any advice and service will be agreed upon at the outset.
Once an agreed fact find is completed further discussion to outline areas of need to be agreed and acted on. My aim is to help you understand EXACTLY what it is you are buying, and appreciate a professional and trustworthy adviser, who would help you make informed decisions, explaining the risks and options available. I want you to be satisfied so that like most of my current clients, would happily recommend to friends or family members, as is so often the case with my existing clients.
I am passionate about helping clients achieve and maintain their financial independence.
My emphasis is on maintaining a long-term relationship with you and providing you
with a source of trusted advice as your financial needs evolve and change over the years.
My primary objective is to help clients with each area of financial planning process
as they move through the different stages of their lives.
My role is to support my clients whenever the needs arises.
You may have concerns regarding a defined benefit scheme with your ex Employer, I can facilitate advice/support on this subject.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.