I joined Partners Wealth Management in June 2015 having spent over 27 years working in the financial services industry. My last 15 years have been at Lloyds Private Bank advising high net worth individuals and trusts with a view to both preserving and growing their wealth. My clear aim has always been to make sure clients are on track to meet all their long term financial objectives and are aware of opportunities open to them. I specifically joined Partners Wealth Management as they give me the opportunity to offer my clients truly Independent Financial Advice and access to market leading Investment propositions at a highly competitive cost. I provide tailored solutions utilising our Tax Optimisation Strategy, ensuring my clients maximise tax efficiency, and regular reviews ensure we remain on track to achieve my client’s goals.
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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