DipFA
Financial Adviser with True Potential
I have been providing clients with bespoke, financial advice for over 20 years and I'm dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I am able to offer the most suitable products combined with tailored advice to my clients.
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 specific to each individual in helping them achieve their goals.
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.
Paraplanner
I have been working with Lorraine for over 10 years and she provides me with the valuable support and resources I need to help run the business...
A financial planning professional and essential part of the team, she helps with high level administration, client reporting and making sure that all of my client files are kept up to date and compliant.
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.
