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Based in Shrewsbury
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
My aim to build long term, trusted, honest partnerships with clients, ensuring I am working in their best interests at all times and working toward their objectives, whatever they may be. In almost 20 years in the industry I have built up vast experience, primarily in the following areas: Building trusted relationships. Independent fee based holistic advice and financial planning (i.e.: advice, not product selling). On-going assessment & management of goals and objectives, risk, bench-marking & reporting, strategy, re-balancing, overall asset allocation and IHT/net worth. Savings and Investments (variety of cost/approach options to suit objective). Pensions - accumulation and de-cumulation/drawdown etc.... Deposits & Structured Products. Ethical Investments. Protection. Inheritance Tax - quantifying and possible solutions. Managing Charity funds.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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