A bespoke and personal service, tailored to your specific needs.
Having been in the Financial Services industry for many years I have built up an exceptional knowledge that allows me to advise you on a wide range of wealth management products to suit your needs.
Chartered Financial Planner
I am also a Chartered Financial Planner, having been successfully awarded this prestigious title in 2015 by the Chartered Insurance Institute (CII).
Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.