I am an Independent Financial Adviser and can help you with all your Financial Planning needs. Predominantly I am a Pensions and Investments Specialist and my typical Client is approaching age 50+. I'm friendly and professional.
I have extensive experience in Financial Planning, and offer face to face independent advice to Clients across Nottinghamshire, Yorkshire, Lincolnshire & Derbyshire. I can also offer my services further afield remotely.
My aim is to help you understand your needs and where necessary to deliver solutions in a simple and professional manner.
Your home may be repossessed if you do not keep up
repayments on your mortgage.
You will be asked to confirm your identity to me.
Please be aware that 'Transferring out of a Final Salary Scheme' is unlikely to be in the best interests of most people.
I am able to offer you a low cost 'Abridged Advice' Service, Which will determine whether or not you fall into this category
I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help.
I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.