DipPFS Certs CII (MP)
I’m passionate about working with professionals prior to retirement to help create holistic financial plans with a focus on intergenerational wealth management – helping you plan for today, tomorrow and the future.
I moved into finance to help people understand their money better so they can live the life they’ve worked hard for. As a financial planner I am dedicated, professional and reliable and my clients can reach out to me anytime, with anything. I offer tailored services and solutions and work hard to establish lasting relationships that empower my clients to pursue their goals.
I am currently based in Leicestershire and serve the surrounding area, including Rutland and Nottingham. Prior to achieving my Level 4 Diploma in Regulated Financial Planning and a Certificate in Mortgage Advice, I have also worked as a paraplanner.
My financial planning advice currently covers:
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.