I have been helping clients with their financial planning for 13 years. The first three years as a Paraplanner, and last 10 years as a Financial Adviser.
Time spent with clients and the changing financial landscape over the last 13 years means there isn’t much that I haven’t seen or been involved with. You learn to expect the unexpected.
I’ve always wanted a certain amount of freedom in how I am allowed to work with clients. That has largely led to where I am today, a proud business owner who can sleep at night knowing I am working to the absolute best of my ability as a Financial Adviser for our clients.
My day to day is spent speaking to and meeting with clients, reviewing their financial plans and making sure they remain on track. I wish that was all I had to do every day, but as a Financial Adviser you have to maintain your knowledge and technical expertise. So plenty of reading, testing and thinking! I would consider myself a general practitioner with an elected specialism in Pensions. Being able to advise on all types of pension plans is an important tool in my bag that helps me deliver great client outcomes.
- DIP PFS
- Pension Transfer Specialist
- Long Term Care Specialist