I have over 10 years’ experience in the financial services profession; I was a Senior Financial Consultant at Nationwide Building Society for 4 years before moving to HSBC bank as a Premier Relationship Manager/Wealth Manager for a further 4 years.
I am based in Haywards Heath and provide wealth management advice to clients in Sussex, Surrey, London, and throughout south east England.
As an independent financial adviser at Talis IFA I can provide advice on a wide range of topics including investment strategies, inheritance tax planning, life & health insurance, and retirement planning.
Fundamentally my approach is problem-solving – not product-selling. As a result, my clients can always expect to receive the most comprehensive and appropriate advice.
Right now, at the forefront of your mind will be the safety and wellbeing of those closest to you. As the current crisis impacts the stock market you may be concerned about what this means to your future financial plans, pensions, and investments. Using my robust financial planning process, I can help you take stock and understand whether you are still on track for what you would set out to achieve.
I will not only deal with your immediate financial concerns, but also put a plan in place which aims to ensure you achieve your long-term financial objectives.
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