Transparency, honesty and independence is key when I talk to a client. I help my clients maximise their wealth and consider the impact of the unforeseen whilst helping them to understand complicated areas with simplicity.
I have worked in Financial services for 19 years and I am an award winning Chartered Financial Planner and Fellow of the Personal Finance Society which is the highest accolade from the Society. I have recently won the Law Society’s Professional of the Year award and Local Merit award at the West Midlands Insurance Institute Awards.
Whilst I have many qualifications and awards that hopefully help demonstrate that I am at the top of my profession, it is the feedback I receive from clients, and the trust and long term relationships I have built that, in my opinion, are far more important.
I have appeared in the local and National press on many occasions and also asked to comment on the radio as a financial expert and hence appearing in the Daily Telegraph as one of Vouchedfor’s Top 100 IFAs in the country.
A couple of key specialist qualifications I hold include Advanced Pensions and Pension Freedoms qualifications which enable me to advise on all types of pensions and pension solutions and Long term Care. I also advise on more technical aspects, such as SIPPs, SSASs and Inheritance tax.
At Prosperity Wealth, we can help guide you towards a brighter financial future. Whether you’re investing for growth, thinking about retirement or setting up a home we are here to help you on your journey.
Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money.
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