Independent Financial Adviser
I have been in Financial Services since 2009 and have held roles both as a Financial Adviser and Investment Director.
I am experienced in the delivery of Financial Planning outcomes across investments, pensions, protection and estate planning. I believe in holistic Financial Planning with the focus on building close and open relationships with my clients and their families, allowing us to agree on simple goals and clear objectives.
I focus on understanding where people are and where they want to get to, before developing the financial plan.
Based in
West Midlands
Covers
West Midlands, Warwickshire, Worcestershire
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