I am an Independent Financial Adviser with 20 year's experience advising both Personal and Business clients.
My advice is based on your own individual circumstances and priorities with a focus on Investment and Retirement planning, including Pension consolidation and Drawdown advice.
I am also able to provide Independent Mortgage Advice for you whether you are looking to buy a new property or to review their existing mortgage and I can review your Life assurance needs to make sure that your priorities are covered.
I can advise businesses who need to put a suitable pension scheme in place to meet their Auto Enrolment requirements.
My role is to steer you through your options in each area of the financial planning process and to make these areas as easy to understand as possible. Once the initial advice has been provided I can continue to provide ongoing advice and support with regular reviews so that solutions can continue to meet your needs.
As an Independent Adviser I can source investment, pension and mortgage solutions from the whole of the market in order to find provide the best solution for you. I can also provide Independent advice in the areas of Life Assurance, Critical Illness cover and Income Protection. In addition I hold the Certificate in Advanced Mortgage Advice and also the Certificate in Pension Transfer Advice.
Please note: Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Your home may be repossessed if you do not keep up repayments on your mortgage.
19 Castle Lea, Monmouthshire, Caldicot, NP25 3DG
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