Financial Planning Consultant
A highly enthusiastic and committed Financial Planning Consultant with over 20 years experience in Financial Services. Self-motivated, honest, trust worthy, and very reliable with a proven ability who is confident at communicating and consulting in all levels of Financial Planning. Used to writing and delivering training, coaching, and learning programmes to experienced and trainee individuals within the Financial and Banking Services Industry. Located in Rochdale.
Professional advice in planning for Retirement, Flexi Access Income drawdown, Pension transfers.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Your home may be repossessed if you do not keep up repayments on your mortgage.
67 Dale Street, Milnrow, Lancashire, OL16 3NJ
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