Chartered Independent Financial Planner
I’ve been in the industry since 1995, and during that time I have found myself mainly advising business people, the self- employed and high earning public sector employees. I love the motivation and challenge of advising someone who’s circumstances are changing all the time as there’s a greater need for a financial advice.
I enjoy putting together a financial plan for my clients and then once they’ve been with me for a while I can start to see the difference it’s making to their lives. I love meeting a new client, finding out about them, listening to their goals and aspirations and then helping them achieve the future they deserve.
I’m married, with 3 children and I live in Cheshire. In my spare time I enjoy running, keep fit, playing guitar and holidays in Spain.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Saving for school fees
Chartered Financial Planner
My charging model:
Ongoing % fee