FPFS Certs CII (SMP)(ER)
Providing trusted expert financial advice to help you minimise tax, maximise wealth and protect against risk.
Following a successful 7 year career serving as a submariner in the Royal Navy I career changed to Financial Advice. My career change was motivated by a passion for wanting to help others make the best possible financial decisions for themselves and their families.
I specialise in providing long term, holistic, financial planning advice to successful individuals, and their families across the Midlands and the South East. Our meeting will start with a blank page, as the key to any plan is to address your goals. I then work with my clients to create bespoke financial solutions tailored to their needs. This plan will constantly evolve as your circumstances and goals change.
I have worked tirelessly to achieve the highest possible qualification with the Personal Finance Society and achieve Fellow. This is to ensure I have the extensive knowledge to provide the highest quality advice.
My goal is to take the hassle of staying on top of your financial plans along with any tax and legislation changes away from you; leaving you with more of the most precious commodity – time.
The areas I specialise in are:
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.