159 Heath Road, Ashton-In-Makerfield, Lancashire, Wigan, WN4 9HWMake an enquiry
I have worked within Financial Services all my working life and I thrive and enjoy helping clients meet their financial goals. I cut through the financial jargon so that you can easily understand the plans we will make together. For me it is very important to have an ongoing relationship with my clients to ensure we are tracking and monitoring your progress towards your GOAL. I will look to guide and help you along the way to ensure continuity of service. I am an Adviser that enjoys providing Holistic Financial planning and as such I will assess your full circumstance. I treat each of my clients as an individual, as that’s what you are. You will never feel like a number, I will value you.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
I recognise not every client is the same and each persons personal situations are unique. I enjoy taking time to get to know each of my clients and what is important to them. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or a cherished cause, or simply buying a Ferrari, I can work with you every step of the way.
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