Independent Financial Adviser
I have over 30 years’ experience of working in financial services as a consultant with over 9 years spent looking after clients as their financial adviser specialising in wealth planning and financial advice.
I advise my clients in all areas of wealth and financial planning and can help with anything relating to pensions, retirement planning, inheritance tax planning and investments and protecting what’s important to you, including any estate planning needs to help ensure your assets are passed on to those you want.
I always work closely with my clients and their families to fully understand their needs and what they are trying to achieve to enable me to build a plan with them to help them achieve this. My key aim is to build a long-term trusted partnership with my clients in order to provide them with excellent value and quality advice throughout their lifetimes.
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