Chartered Financial Planner
Chartered Financial Planner
With over 17 years experience I have spent most of that time working with high net worth clients on complex area’s of financial planning.
I am able to advise on all aspects of financial planning including helping clients with investments, pensions, and protection, and specialise in trust and estate planning.
As an independent financial adviser, I like to establish a close working relationship with my clients to fully understand their needs and objectives so that I can find the right solution to meet their requirements both now and in the future.
Based in
South East
Covers
Buckinghamshire, Northamptonshire, Oxfordshire
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