I have over 35 years in financial service and been an adviser for 30 years. I have worked for several banks early in my career, but moved into working for smaller IFA firms after several years.
I am able to offer my clients a full holistic service, advising on a range of areas including investments, pension provision and protection.
I believe that the core requirement of being able to provide an excellent service is that there is mutual trust between myself and my client. This allows for a relationship that allows a full picture of current position, and future needs and desire to be established. This understanding then leads to better outcomes.