I’ve always wanted to be a financial planner and pleased to say I’m one of those people that really loves their job. I graduated from Loughborough University with a degree in Maths with Economics in 2007 and have been in the financial planning profession ever since and am a volunteer member of the CISI Financial Planning forum.
In my spare time, when permitted, I enjoy hiking and trekking up mountains, volunteering with St John Ambulance and playing with our cat (at least I can still do that at home!).
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Ongoing % fee