I aim to give my clients peace of mind so that they can focus on all the enjoyable and important parts of their lives. My clients find it invaluable to have a trusted, highly qualified confidante who can be impartial and unemotional about decisions that are important to their ongoing financial security, and I try to communicate in a concise and transparent manner avoiding financial jargon. This is particularly important to people at difficult times in their lives: sadly, many of my clients are referred to me by their friends or professional advisers after they have suffered a bereavement or are divorcing. I hold the highest qualifications being both a Fellow and Chartered Financial Planner so I can advise on all areas including pensions, savings, investments, trusts, gifting and inheritance tax planning, mortgages and the issues important to business owners. I am an enthusiastic advocate of everybody managing their work /life balance which works best for them. Alongside enjoying my work, I take full advantage of the cultural opportunities living in Central London.
We won Investment Week’s Gold Standard Award in the ‘Independent Financial Advice’ category. The judges were particularly impressed by our concept of helping clients achieve Financial Freedom.
The Gold Standard Awards acknowledge financial services companies that go the extra mile to serve their customers and build confidence in the sector – rewarding businesses that display consistent standards of excellence in service, capability, trust, financial strength and fair value.
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