I’m an appropriately qualified independent financial advisor with more than 20 years’ experience and knowledge of the Financial Services Industry. My independent status means that I research the whole of the market to make the very best recommendations for you and your situation – I’m not tied to one financial provider or set of products.
Our first meeting is at our cost where we can offer you a free initial health check of your pensions or investments.
In my career I’ve gained experience in providing advice in all aspects of financial planning. I like to take a holistic financial approach, looking at the whole picture, not just adopting a ‘one size fits all’ approach. I value long term client relationships because this works best for my clients, and allows me to tailor my service as my clients’ needs change over time.
And last but not least, I’m friendly and approachable. I always make sure I explain everything fully, and I welcome questions – it’s a two way exchange of ideas and information. I want to do the best for my clients, and I’m delighted that so many of them stay with me long term.
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for the business you are transacting.
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