Independent Financial Adviser
I completed my adviser qualifications in February 2021. I worked for a high street bank until 2022 which is when I moved into a paraplanning role within Fairstone. After gaining experience in this role I moved into the adviser role in 2024. I continue to develop my knowledge by undertaking further exams.
I am able to provide advice on wealth and financial planning areas from pensions and investments to protection needs. The advice I provide is whole of market and tailored to each client’s needs and circumstances.
As an independent financial adviser, I work closely with clients guiding them through each stage of their financial planning journey. I aim to build a trusted relationship with clients and their families in order to deliver excellent service.
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