I have been advising clients for over 10 years now, having previously served my time in the financial service ranks as a technical paraplanner before moving to an advisory role. I advise on all areas of financial planning, including pre and post retirement pension planning, wealth management, personal protection and tax planning. I also hold the additional CF8 qualification to advise on long term care solutions.
I pride myself on keeping things simple and communicating with my clients in a language they will understand. Financial planning can be daunting to some and complete confidence in your adviser is crucial. This cannot be achieved if the financial plan is a mystery!
The most enjoyable part of being an adviser for me is meeting clients and learning more about them and their goals. The most rewarding part is seeing clients year after year and watching our financial plan in action. A client’s situation, and their financial planning needs, change and evolve over time, so we work together in a holistic way to keep things on track and build in any changes required.
As well as working with individuals at a personal level, many of my clients are business owners and company directors, whose personal needs are very much intertwined with their business needs. I therefore also advise clients on business succession planning and tax efficient profit extraction.
The first client meeting is at our expense, so do feel free to contact me on 07399 020036 or email@example.com for a further discussion or to arrange an appointment.