As a Chartered Financial Planner with over 14 years’ experience, I firmly believe that a personalised, individual and long-term service is the only way to deliver a financial plan and avoid potential pitfalls. Making financial decisions can be daunting, so I pride myself on avoiding jargon and using plain English, so my client can better understand the options open to them and feel more confident in the outcome. The fully independent service which Partners Wealth Management offers, ensures I have all the tools I need to provide a consistently excellent and bespoke service to my clients.I have a great deal of experience helping clients in the run-up to retirement, ensuring that they are able to get off on the right foot and relax. A critical part of this can also be ensuring loved ones and next of kin are financially secure.
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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