A warm welcome to my profile page. Please get in contact for a professional, personalised service. I am based in the North East of England. Whether it is to plan for retirement, saving for your children’s futures or protecting what you have already got, I can help you attain your aspirations and dreams through professional financial advice offering a customer centered, personalised approach. I can offer advice on the following-
Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
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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.