I have been advising clients since early 1990 and as an IFA since 2014, using simple and jargon-free terms we can both understand, to bring the money and the meaning together.
Advising on wealth and financial planning areas, I help people with their investment, pension, protection and estate planning needs, in other words helping people from running out of money if they live too long, as well as making sure there’s enough money if they die too soon. (Not bad on saving people tax either.)
I work closely with clients to develop a trusted “go to” relationship and port of call, delivering excellent value and quality advice for the long-term, including Equity Release, Pension Transfer advice and am also a Society of Trust and Estate Practitioners (STEP) Affiliate.
Away from the day job I’m privileged to be Commando Association Membership Secretary, as well as Welfare Representative (London and South East) and occasional Standard Bearer.