Having over twenty-five years’ experience in providing clients with ongoing financial planning, I am an appointed representative of an award winning national company - Vision Independent Financial Planning Ltd, with full Chartered Financial Planning status.
The ability to offer truly Independent Financial Advice is extremely important to me. This allows me to research and source the very best solutions, helping provide unbiased personal and tailored recommendations to every client.
The first meeting I hold with a client is free and at a mutually convenient location of their choosing. This initial discussion gives us both an opportunity to get to know each other better and for us to review their current financial situation and future planning needs.
I firmly believe in building and maintaining long term financial planning relationships with my clients. I like to give them the time they deserve, as their financial future and security is of paramount importance to them. These discussions are held in a clear, open and jargon-free manner.
Being an Independent Chartered Financial Planner, I am able to offer ‘whole of market’ advice for my clients, delivering to them the best solutions to meet their personal, family and business needs. I specialise in creating tax efficient investment portfolios, retirement planning and financially protecting clients' families and their wealth. By taking time to fully understand my clients’ priorities, needs and objectives, I endeavour to provide them with personalised, bespoke propositions, coupled with an ongoing highly reliable service. An important aspect of this service, being regular face to face client reviews, at a venue that is convenient for them.
29 Hawthorn Road, PONTYPRIDD, CF37 5AT
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