What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is individual. Also, that obtaining qualified financial advice is the most responsible way for my clients to look after themselves, their families, their businesses and their futures.
For more than 30 years, I’ve been helping individuals, families, and business owners reach their financial goals. After receiving my Level 3 Diploma for Financial Advisers from The Chartered Insurance Institute (CII), I became a qualified adviser...
Since that time, I’ve continually enhanced my knowledge and expertise through professional courses, industry events and formal training and received my Level 4 Diploma for Financial Advisers from The London Institute of Banking & Finance (LIBF) a few years later. I am also qualified to advise on mortgages, holding the Mortgage Advice Qualification from the CII. I believe my financial experience allows me to provide a tailored and honest service to new and existing clients.
I advise on a broad range of financial products, from wealth management and helping to create and manage my client’s investments and pension portfolios; advice on income in retirement; personal and family protection to mortgages (residential and investment). I also provide a comprehensive business solution whether you are a owner, partner or director we can help arrange a suitable protection portfolio to safe guard your business interests.
