I have been working in the financial services profession since 1988 and have held a variety of roles dealing with pensions, investments, and personal insurance.
I enjoy my chosen career and helping you understand the benefits of financial planning and getting the best from your money.
I can help you invest in ways that have a positive impact on the environment, help improve social equality and use influence at board level to encourage companies to be more responsible, without compromising on investment performance.
It is important that your portfolio is reviewed on a regular basis to ensure that your investments remain appropriate and are still on track to achieve your objectives and that you are kept you up to date with events and legislation which may affect you. A large part of our service to you is designed to help you achieve this. I am always there for my clients when needed, even weekends and bank holidays.
I believe in helping to simplify the jargon associated with my industry and can discuss financial matters using straightforward explanations. However, I am also more than happy to discuss personal insurance, investments, and pensions on a more technical level as and when required.
There is no cost for our initial meeting as I seek to understand your requirements and then help you solve the financial problems and issues you face as you plan for a better financial future. It also gives you time to ask any questions regarding process etc.
If you have any questions or would like to book an appointment, please feel free to call me direct on 07768 603004. Alternatively, you can email me at email@example.com
I can help you with (click heading for more info):
Ethical & Socially Responsible Investment. I am keen to help my clients invest in an ethical & socially responsible manner.
Financial Planning. Helping you plan to make your money last your lifetime.
Wealth management. Helping you get the get the most from your investments. My aim is to ensure that you get excellent growth and pay as little tax as possible.
Retirement planning. Helping you save for retirement, know how long your ”pension pot” will last for and draw your retirement income in the most tax efficient way.
Estate Planning. Helping you preserve as much as possible of your wealth within your family, and out of the hands of the government.
Protection. Helping you put plans in place to prevent financial hardship in the event of accident, sickness, or death.
David Ithier – Bristol Based Independent Financial Adviser