I provide independent advice across the whole of the market, ranging from investment and pension advice to protection and inheritance planning. I manage and maintain my clients’ portfolios, whilst delivering an excellent, professional and friendly service.
I offer expert investment, pension and protection advice that is most suitable for my clients’ needs & objectives, including maintaining and reviewing their financial arrangements. I specialise in providing pension planning advice, which assists clients with reaching their retirement goals.
I love interacting and building relationships with clients, and being able to help them achieve their financial aims, along with having a deep interest towards the financial markets and investments.
I am a keen musician and I have been playing guitar in bands for almost 10 years now and, in the past, have played charity gigs around Essex. I am often found attending music events, football matches (I unfortunately support Blackburn Rovers!) or the nearest CAMRA pub. I also take part in Birkett Long charity football matches.
- CII level 4 Diploma in Regulated Financial Planning