I’m a Chartered Financial Planner and a Fellow of the Personal Finance Society. My aim is to provide advice in a simple, easily understood, stress free format.
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.
Unit B, Upper Boat Trading Estate, Mid Glamorgan, CF64 2AH
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