I started my career at Perspective Financial Group Ltd in 2017, and prior to this I worked within the Equine industry. I work in both Maidstone and London for our Perspective (South East) Ltd and Perspective (Thornton Springer) Ltd offices. I achieved my Diploma in Regulated Financial Planning in 2019 and I am currently working towards Chartered status.
I work with a variety of clients, providing them with holistic financial advice, and help them to plan and achieve their specific financial goals. I provide advice in all areas, such as Pension and Retirement planning, Investments, Inheritance Tax and Estate Planning, Long Term Care, and Mortgage Advice.
I like helping people on:
Pensions – I’m getting started
Pensions - I’m approaching retirement
Pensions – I’m retired
Diploma in Financial Planning
My charging model:
Ongoing % fee