I am a Maths graduate and a fully qualified Independent Financial Adviser with over eight years experience in financial services.
My key areas of expertise lie in Retirement Planning, Investments, Protection and Tax Planning.
It is my aim to build long-term relationships with clients, to help guide them and simplify the complex financial decisions they face in their lifetime.
The cost of any first meeting is at our expense and allows me to fully understand your financial objectives and circumstances. There are no hidden costs or charges and all fees are declared upfront.
If you have any questions, please do not hesitate to contact me on 07850 412472 or via email on firstname.lastname@example.org
I would like to also refer you to the following pages that may be of interest:-
Outside of work, I am a keen runner and am currently in the throes of finishing a self-build project with my wife Hannah.