Alma Road, Orpington, Kent, BR5 4PTMake an enquiry
I have worked within the financial services industry for over 27 years and have become a skilled and accomplished Financial Adviser, providing practical solutions for both individuals and businesses, in and around the South East Area.
I believe in providing a caring and personal service to clients, which results in many of them recommending me to their families and friends.
My advice covers all aspects of Wealth Management, and I am a specialist in Pensions planning at retirement planning & wealth management.I also advise on Protection and Investment Planning.
As a Partner Practice of True Potential Wealth Management based in Kent, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I have always had the desire to succeed and work very hard to achieve results for my clients. I have a holistic approach to planning encompassing strong technical and inter personal skills. Treating Customers Fairly is something is of utmost importance to me to ensure I can look after clients needs over both the short, medium and long term.
I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce an investment plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone.
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