The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
I have over 25 years’ experience in financial services, having started my career within the banking industry. I started providing financial advice in 2003 and have a wealth of experience in providing clients with individual financial solutions to meet their own needs and goals.
I feel looking after clients and their financial needs is so important and this can be evidenced by reviewing my testimonials either on my website or on vouchedfor.
I am very proud to have been named one of Vouchedfor’s top rated financial advisers in the UK.
As an Independent Financial Adviser, I provide holistic financial planning solutions to private individuals in all areas of financial planning including pre and post retirement planning, protection planning as well as savings and investments. Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, client focused basis.
I specialise in Retirement Planning (both accumulating wealth and taking an income), as well as general investment and estate planning.
As an Independent Financial Adviser, I provide holistic financial planning solutions to private individuals in all areas of financial planning including pre and post retirement planning, protection planning as well as savings and investments.
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