Independent Financial Adviser
I have worked in financial services for over 20 years, mainly in the corporate sector covering auto enrolment and employee benefit schemes and providing advice to their employees. I qualified as a financial adviser in 2023 and work with a range of private wealth and corporate clients.
I have a wealth of experience working with corporate clients covering auto enrolment and employee benefit schemes including Pension schemes, Group Life and Income protection schemes and Private Medical Schemes along with Private clients to support their needs including, investments, Pensions, protection and estate planning.
Building trust with my clients is my main priority. I take a holistic view to their finances to achieve long term relationships.
"*" indicates required fields
