As an established and experienced Independent Financial Advisor, I assist clients in managing their portfolios and investment strategies. I provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected.
I joined the industry in 2015 and in late 2017 became an Investment Adviser. I now concentrates on building relationships with clients, providing holistic advice and helping them to achieve their goals.
I help clients to invest for the future, provide for their families and protect their businesses; offering objective, tailored solutions that enhance my clients’ lives. The advice I provide is independent, reliable and unique to each client.
I specialise in planning for retirement and passing on wealth, including protection, pensions and investments. Areas I can assist with including maximising ISA allowances, auto-enrolment of new employees, tax planning and the consolidation of pensions.
I would like to talk to you if you are:
– retired, or approaching retirement and reviewing your pensions and plans
– the manager of an SME, or a small business owner, seeking a financial health-check
– an individual looking for guidance on financial planning