I have worked in Financial Services for more than 15 years, starting out as adviser support before working up to become a paraplanner and finally an adviser.
My particular areas of interest when advising are investments and pensions both pre- and post- retirement. I received Chartered status from the Chartered Insurance Institute in 2014 a result of two years of studying whilst continuing to advise.
My client base is very diverse ranging from young professionals just starting their financial planning journey to those already in retirement.
I believe the key to being a good adviser is not just having a high level of technical knowledge but more importantly taking the time to listen and fully understand you, your family and your objectives, before we begin the process of constructing a financial plan. All new clients are offered an initial, ’discovery’ meeting free of charge and without obligation so that you can be confident you will be comfortable working with us - and so that