Chartered Financial Planner
I specialise in…
Private Client Wealth Management and Pensions & Divorce.
I am really good at…
Identifying client objectives and creating a plan to meet those objectives.
A bit of background…
I started working in the Financial Services industry in 1998, achieving a BA (Hons) Degree in Financial Services in 2002. I gained experience as a Paraplanner, Mortgage Adviser and Independent Financial Adviser and qualified as a Chartered Financial Planner in 2012. In 2013, I became a Fellow of the Personal Finance Society.
Other areas of expertise…
As a Chartered Financial Planner and a Fellow of the Personal Finance Society, I have a very broad base of qualifications and experience to match. In addition to wealth management I am very active in retirement planning, all areas of individual / family protection, divorce, personal injury trusts and trustee investments.
When I’m not at work I like to…
Walk my dog in the countryside, dine out and socialise with friends.
My favourite book/film is…
A Girl with a Dragon Tattoo (Millennium Trilogy).