I am an Independent Financial Adviser and Planner. The service I provide is bespoke advice and personal financial planning.
I am fully independent in that I am not tied to one or a limited range of financial institutions and
therefore have access to the whole “market” for “financial products”, as well as being able to
recommend courses of action or inaction for your benefit which may not involve financial products
Qualifications – Member of the Chartered Insurance Institute – Cert PFS
I have been an advisor since 1992 and my main advisory role is to ensure that my clients receive the advice and support they require throughout their careers and beyond.
I provide clear and jargon free advice, often simplifying the more detailed aspects of the advisory job into simple actionable tasks. I find that the two most rewarding elements of the job are seeing clients flourish over years and becoming the clients “trusted advisor.”
Because my service is giving informed, expert financial advice, I charge a professional fee for that advice, on a transparent basis agreed in advance. I am not a commission-driven salesman, so do not purport to give “free advice” in the hope of selling you a product, as many others do. My advice is not free, because it is valuable and likely to benefit you. That said, the first meeting is always free, this allows us time to qualify your requirements and to establish a plan to move forward.
