Location

Bankfield Independent Financial Advisers
56 Halford Street
Leicester LE1 1TQ
United Kingdom
52° 38' 7.6056" N, 1° 7' 41.3616" W
GB
Independent Financial Adviser
DipPFS, MAQ, ER1, J02, J04, J05, CF8, CF9
0116 296 6541

An innovative yet risk-managed approach to financial planning and wealth creation is what you can expect from me, as well as the highest levels of professionalism coupled with a personalised approach.  Honesty, integrity, humility and reliability are my core values, as I will work hard to earn your trust with a view to building a long term relationship with you.

As well as working with individuals and families, I specialise in working with business owners in helping them to build their wealth through building their businesses, and have contributed to the success of many organisations across the UK.

As an IFA, I have additional qualifications in trusts, pensions, equity release and long term care and am authorised to conduct occupational pension transfers (including final salary schemes).

The overall service provided is very good and very efficient. The representative was absolutely brilliant. His knowledge and personal expertise is second to none. He has been really helpful and fully understands how to help my personal needs as well as offering the best solutions to meet my needs. I have since recommended his services to both my friends and family members who have also concluded business. A personal thank you to him and all the staff.