With 15 years experience in Financial Services with Standard Life and latterly Prudential/Vitality, I have always been able to provide a tailored service to each individual client. Understanding that no two people’s lives or financial situation are exactly alike, it is important to tailor-fit a personal plan to suit each individual client’s goals and needs.
My clients expect me to do the very best for them in all aspects of financial planning; be that medium and long-term investment, pensions, savings and estate planning in the most tax efficient and cost effective manner. Impartial and individual advice is essential to maintain integrity and professionalism at all times.
- CISI Level 3 – International Certificate in Wealth & Investment Management
- CII – AWF – Award in Financial Planning
- CII – IF7 – Healthcare Insurance Products
- Member of Chartered Institute for Securities & Investments