I began my career in Financial Services back in 2012, selling insurance and from there I went on to work for a large Wealth Management company before moving across to Financial Planning. During the last decade, I’ve worked in every role that plays a part in the advice process, which has given me an in-depth understanding of how everything works behind the scenes, from start to finish.
I became a Financial Planner in 2019 after completing my Diploma the previous year. I have since completed further exams at advanced level to specialise in Pension Transfers, Investments, Tax & Trusts. My favourite part of the job is learning how my clients want to live their lives and working with them to create a financial plan which allows them to do just that, to the maximum, without any financial worries. That’s what gets me out of bed in the morning.
I like helping people with
Pensions - Approaching retirement
My charging model:
Ongoing % fee