As an independent financial adviser at Fairstone, I provide tailored and comprehensive solutions to both personal and corporate clients in various aspects of financial planning, such as retirement provision, family and business protection, and onshore and offshore investment strategies.
With nearly 35 years of experience in the financial services industry, I have gained a wealth of knowledge and insight into the diverse and complex needs of my clients, and I strive to deliver excellent customer service and honest advice. My specialties include helping clients create a plan for their financial protection and well-being, as well as reviewing their existing arrangements and identifying areas of improvement or opportunity. I also have a strong background in working with large corporations and advising them on their employee benefits, pensions, and tax planning.
I am committed to continuous professional development and ethical standards. My mission is to empower my clients to achieve their financial goals and aspirations, and to build long-term and trusting relationships with them.