Independent Financial Adviser
Imperial Chartered, 1st Floor, Suite A, Cardiff Gate Business Park, CF23 8RB
First meeting at adviser's own cost
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
Laid out my options, and advised me on the best course of action. I'm now retired earlier than expected!
Wendy Davis, Bristol
I’m a Chartered Financial Planner and a Fellow of the Personal Finance Society.
I have 16 years experience in and around financial advice, and have also worked in investment management, with my previous role to this being as Head of Compliance for Aviva’s discretionary investment management division.
As one of the highest qualified advisers in the UK, my career goal is to have better investment and retirement planning knowledge than my peers. The more knowledge I have, the better outcomes you will have.
My aim is to provide advice in a simple, easily understood, stress free format.
Where to find us
Head office address: Imperial Chartered, 1st Floor, Suite A, Unit E, Copse Walk, Cardiff Gate Business Park, CF23 8RB
I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
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