Chartered Financial Planner
I have been working in financial services since 1983, specialising in personal finance and wealth management as an Independent Financial Adviser since 2012.
I provide bespoke solutions to each client by understanding their personal goals and objectives. Then, through tax efficient planning, robust wealth management and regular monitoring and reviews our team ensure clients are on target to meet, and even exceed, their goals and objectives.
I provide advice on all areas of financial planning. I build my relationships with clients based on mutual trust, openness and integrity and enjoy helping them navigate the often complex world of pensions and investments.
Based in
South East
Covers
City of London, East Sussex, Kent
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