I work for a multi-award winning Chartered firm based in the South East and have been an adviser for 22 years. I provide holistic financial advice and pride myself in delivering straight-forward, plain speaking advice tailored to individual clients' needs. Financial planning can seem daunting, but that's what advisers are here for - I am able to provide an impartial view.
My clients often have many different financial products, all of which contribute to their financial future; a few pensions, ISAs or life cover policies that they might be unsure about. It's my job to pull the pieces together and formulate a wider picture, both of your present circumstances and potential future - and I love that part of my job!
I enjoy working with company directors who need holistic advice for both their personal circumstances and their business - making sure that financial planning incorporates both is so important, as one doesn't exist without the other. There are many tax efficient plans available that can help reduce tax for both parties.
Outside of work, I have two daughters who keep me on my toes and enjoy most sports. I am a lifelong Arsenal supporter, although I tend to keep that fairly quiet! I also love to travel and experience new places.
I like helping people on:
Advice to business owners
Pensions - Approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee