This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
I provide independent financial advice across Northamptonshire, Lincolnshire and Cambridgeshire. I have over 17 years’ experience in the financial services industry working at Nationwide Building Society and Prudential, before joining Landmark in 2018.
I am proud to be part of the Landmark IFA practice as they are truly independent and put the client at the heart of everything that we do.
I enjoy meeting people from all walks of life and my focus is always on providing the best possible client experience. I take great care and pride in my work, seeking to build lasting relationships with my clients by providing clear and concise recommendations and insuring that they receive the ongoing support and advice that they need. I take a genuine interest in their plans and objectives and this has lead to many referring friends and family members.
I am able to advise in all areas of financial planning including Investment, Retirement, Estate Planning and Protection.
Why use me? I found that with the ever-changing needs in financial planning my clients had, being a restricted adviser, I was at times working with one hand tied behind my back. Therefore, by being fully independent I can now work with my clients to create a bespoke plan from the whole of market, which is tailored to their individual needs, which I can then regularly review on a face to face basis and then if needed adapt this plan as priorities change or evolve.
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