Chartered Financial Planner
I am a Fellow of the Personal Finance Society, a Chartered financial planner, a Chartered wealth manager and hold a STEP (Society of Trust and Estate Practitioners) Diploma in estates and trusts.
I have a wealth of experience built up during my many years advising both private clients, SMEs and corporate clients. Prior to setting up Fairstone Financial Management NI, I worked in the wealth management division of two major banks.
I specialise in providing pre and post retirement advice including all forms of pensions and estate planning.
Based in
Northern Ireland
Covers
Bangor, Belfast, Derry
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