Independent Financial Planner
Coming from a background in Accountancy, I’ve worked through the full range of positions during my time with Becketts, from Administrator to Paraplanner to a fully-fledged Financial Planner. There's rarely a day that goes by whereby a learning opportunity doesn't present itself.
I enjoy the minor details, of which there can be many in a financial plan.
When not looking at financial plans, I'm most likely to be found following most sports under the sun, or watching a good film or TV series.
I like helping people on:
Advice to business owners
Pensions – I’m getting started
Pensions - I’m approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee