Independent Financial Adviser
I’ve been employed in financial services since 1997 and during that time I have enjoyed advising a wide range of clients including business owners and the self-employed plus those approaching or actually now in retirement.
Every client has completely individual circumstances and so being able to tailor a plan which is perfect for their needs, both now and in the future, is a challenge that provides a huge amount of job satisfaction. I love meeting regularly with my clients, building a trusted relationship and all the while being there to make necessary adjustments along the way.
I feel strongly that easy to understand advice and excellent service go hand in hand with being a trusted adviser and this is a position I aim for with every new client relationship.
I’m married to a Primary School Teacher and we live in Lancashire with our two teenage daughters. In my spare time I enjoy fishing and also watching most sports.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Saving for school fees
Diploma in Financial Planning
My charging model:
Ongoing % fee