I am a Chartered Financial Planner, which is a widely accepted ‘gold standard’ qualification for professional financial planners and financial advisers in the United Kingdom. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.
I enjoy my chosen career and helping you understand the benefits of financial planning and getting the best from your money.
As a keen enthusiast of ethical and sustainable investments, 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 if you need me.
I believe in plain speaking and straightforward explanations and I promise not to baffle you with jargon and acronyms.
Our initial meeting is free of charge and gives us the opportunity for us to meet face to face, without commitment, allowing me to understand exactly what it is you are looking for, and how I can help you. 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 01634 307660 or 07580 125640. Alternatively, you can email me at firstname.lastname@example.org
I can help you with (click heading for more info):
Testimonials. Kind words from my clients.
Ethical & Socially Responsible Investment. I am a keen enthusiast of ethical & socially responsible investments.
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 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.
Equity Release. Helping you release capital tied up in your property to have a comfortable retirement.