APFS Certs CII - Chartered
Financial Adviser with True Potential
I have spent more than 30 years as an independent financial adviser.
Over the years, I have gained vast experience of the whole of the financial planning arena and provide joined-up, holistic advice and planning to help clients achieve their goals, through their lifetime and beyond.
I specialise in advising individuals and families with accumulated wealth, often heading into or in retirement. This includes Inheritance Tax and intergenerational planning. I also have good working experience of complex planning cases, EIS, VCT and Trusts.
I am delighted to have many clients that I have looked after for more than 25 years, which I think is a testament to financial planning at its best – where long-standing, trusted relationships are prioritised.
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Team PA & Income Manager
I have worked at in the financial services industry since 2000. I started here after my children reached school age. I have always worked in a secretarial role, and credit control before that.
I look after the team and their diaries, liaise with clients, and also manage the income side.
Paraplanner
I started as an Administrator in the financial planning profession aged 18. I joined a small financial advice company in my local town, where I worked for more than two years. But I have always wanted to work in London...
I so have been able to deal with different types of clients and interesting cases.
I pride myself in being very thorough, producing work to a high-quality and assisting advisers wherever possible to ease their workload.
Paraplanner
I began my career in financial services in October 2018. I started as an administrator as part of a graduate scheme having achieved a 2:1 degree in Banking & Financial Planning...
I was promoted to the role of paraplanner in January 2021 which is the final stage before becoming a chartered financial planner. As a paraplanner, I assist our financial planners in their client meetings and prepare suitability reports.
I wish to become a financial planner as I am passionate about helping people understand and achieve their goals and aspirations. I hope to help existing and prospective clients navigate the world of finance and ensure their experience is as stress free as possible.
Senior Administrator
I’ve worked in financial services for more than 25 years in roles with both advice firms and national insurance and investment providers...
Day to day my role involves obtaining and updating information on clients’ pensions, protection and investment plans, as well as ensuring our systems are up to date with their personal information.
Ahead of the review meetings, I will contact clients to ask them to confirm details and collate valuation and performance information for the adviser to discuss with a client in the meeting.
I also deal with paperwork for new investments and plans, if clients want to access their funds or start drawing their pensions and liaise with insurance and investment companies on behalf of clients.
Senior Administrator
I have worked in the Financial Services industry for over 20 years in an administrative role.
I now work as a Senior Administrator support for Chris Clayton, building relationships with his clients and providing a first-class service to both his team and the wider Financial Planning team.
Operations Technician
After five years as an Administrator and Paraplanner, I have now taken on more of a project-based role to make our processes slicker, and our client experience as good as it can be.
Senior Administrator
I have worked in the Financial Services industry for over 20 years in an administrative role.
I now work as a Senior Administrator support for Emma Sands, building relationships with her clients and providing a first-class service to both her team and the wider Financial Planning team.
Paraplanner
My role involves assisting the Financial Planners in client meetings, writing a variety of different types of reports, researching products, and liaising with product providers.
Operations & Compliance
I will have been in the financial services profession for over 25 years.
I’ve worked as an administrator, personal assistant, paraplanner, and managed many teams at a variety of different businesses within the financial planning space. That includes large corporates to small start-ups...
My specialism is operations but also include compliance and regulation, pensions and people. I have been lucky enough to work with some amazing people who have helped shape my career and have given me the confidence to try new things.
My role is to look after the business and the people within it. And to make sure all our clients are looked after to the highest standards too.
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
