I have worked in Financial Services in various client facing roles for 35 years and am a member of the Personal Finance Society with the required Statement of Professional Standing. This requires a minimum standard of continuous professional development ensuring my advice remains current in the ever changing world of financial services.
I am proud to offer independent financial advice from the whole of market rather than being tied to certain companies/products and aim to offer excellent customer service and professional advice to create long term client relationships.
With over 26 years' experience as a Financial Adviser I am able to offer a wealth of knowledge and expertise including advice on Retirement Planning, Trust and Estate Planning, Investment and Savings and Family/Mortgage Protection.
As a potential client you can look forward to a relaxed initial face-to-face meeting at a place of your convenience which will be at my expense.
I will always advise in the clients’ best interest and will not undertake any work that work that would compromise this. For example I have recently declined to implement a solution requested by a client that, following discussion, we agreed was not cost-effective.
I’m currently very interested in talking to small investors who have small/medium amounts of savings that they have had for more than 2 years that are getting (virtually) no interest and that they don’t have an immediate need for.
Using the planning and advice facility of our personal finance portal they can self-invest into a portfolio of different types of asset, broken down according to their own attitude to risk, with no upfront product or adviser charges and only a small on-going annual charge.
This is a straightforward and affordable way to invest into an ISA or investment account.
34 Hesketh Croft, Leighton, Cheshire, Crewe, CW1 4RY
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