QUALIFICATIONSCeMAP CeFA DipFA MIFS
I have a strong foundation in financial services, having spent over 20 years working in the financial services industry. In recent years I worked as an Area Manager with a major financial institution. I am a member of Finance Planning Independent who support me in my role as a professional Adviser, ensuring my knowledge and qualifications are maintained to a high standard. I am a specialist in Inheritance Tax Planning, Lump Sum Investments, Pensions, Life Protection, Critical Illness and Income Protection, as well as being able to advise on first charge mortgages from a comprehensive range of lenders.
I am experienced in providing support for a range of clients, recognising that your needs are specific and of paramount importance to you as an individual. My aim is to understand you – your situation, your goals and your ambitions. I will listen and work with you to find an appropriate financial solution for your needs. I am patient, approachable and able to explain the impact of current legislation on your personal estate.
Skills and Advantages
Whether your retirement is some way off in the future and you need to set up a pension, you are approaching retirement, or indeed are already there, I can review your existing arrangements, identify any gaps and ensure your pension plans really do add up to the type of retirement you want. I provide independent advice, which means that my recommendations to you will be unbiased, unrestricted and based on a comprehensive and fair analysis of the market. With the newfound freedom now available to retirees, that means giving you access to your pension pot when you retire, I will help you make the right choices so that you don’t end up in a difficult position later.
I provide independent expert advice on a wide range of financial areas and will put together a plan that is tailored to your individual needs and objectives, giving you peace of mind about your financial future.