About Us
My background has been as an adviser in the financial services industry, providing financial advice to clients on a range of financial planning needs. I am a qualified independent financial adviser (Diploma in Financial Planning) and I deliver a comprehensive lifestyle financial planning service to ever client I work with.
Recent projects have been about developing strategies to assist clients, by delivering an experience, where the focus is on genuine outcomes and not product sales; working with other professionals, to help business owners, by sharing knowledge and information on issues, like Work Place Pension Reform or Auto Enrolment; and the use of academic evidence to challenge conventional wisdom on investment returns and where they come from.
Specialties: Lifestyle financial planning, Wealth Management and Investment Solutions.