Location

Burscough L40 5RZ
United Kingdom
53° 36' 9.558" N, 2° 50' 33.0216" W
GB
Independent Financial Adviser
DipPFS
01704 828 024

I have an honours degree from the University of Lancaster and hold the Diploma in Financial Planning. I have worked in the Public Sector, private Sector and more recently as a business owner in the financial services industry. I represented AEGON Scottish Equitable between 2006 and 2008 as a product specialist with IFAs as my customer base. This experience allowed me to identify the needs of many clients and led me to the decision to establish an IFA practice in my own right in 2008. 
My philosophy is that all clients should receive the best service possible at all times no matter their wealth or circumstances.