Chartered Financial Planner
I am a Chartered Financial Planner and have worked in the UK predominately for major banking groups such as Santander where I was a Senior Financial Planning Manager prior to making the move as an Independent Chartered Financial Planner at Fairstone Wealth Management.
As a Chartered Financial Planner, I specialise in providing advice to individuals and families regarding their investment, protection, pension and estate planning needs.
I work with my clients to help them understand their objectives before putting together a bespoke financial plan with the aim of achieving their goals. I pride myself on building long lasting relationships with my clients and their families to guide them through the many financial stages of life.
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