We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining our Investment Management expertise with advanced Wealth Platform technology, we offer financial solutions built for the future and that of our clients. Offering advice on Pension, investments, mortgages and protection. Investments and pensions can be held on the award winning True Potential platform where you will have a personalised dashboard webpage to monitor your investments 24/7 and you will also have access to the unique Impulsesave feature, which allows you to invest as little a £1 into your investment whenever you wish.
I am an investments and pensions specialist, and holding the AF3 advanced pensions exam, my pensions expertise is at the highest level.
My clients over the years have always remarked on how well I explain complex financial information, allowing them to fully understand the recommendation before making a final decision to proceed.
36, ALEXANDER CRESCENT, Caterham, Surrey, CR8 4AW
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