Expertise
- Inheritance Tax Planning
- Wealth Management
- Pensions
- Pension Transfers
- ISA's
- investment planning
- Investment
- Income Protection
- VCT & EIS
- Mortgage
- Long Term Care planning
- Protection planning
- Business Protection
- Estate planning
- Trust
- cashflow forecasting
Summary
I believe that achieving financial success goes beyond numbers - it’s about aligning your finances with your values, goals, and dreams. I help people and business owners make sense of their finances and feel confident about the future. My advice covers retirement planning, investments, protection, long-term care and mortgages, but the starting point is always you, your goals, and what really matters in your life.
I like to keep things clear and practical, without the jargon, so you can make decisions with confidence. I value the relationships I have with my clients, to provide them with a source of trusted advice as their financial needs evolve.
Together we will not only build a solid financial foundation but also create a life that feels truly aligned with your values and aspirations.
Experience
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Blackfin Independent Wealth LLP
Indepedent Financial Adviser
1 - 5 Employees 2017 - Current
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Towry
Wealth planner
101 - 500 Employees 2015 - 2017 -
Bellpenny
Paraplanner
101 - 500 Employees 2013 - 2015
Qualifications
LIBF Certificate in Financial Advising (CeFA)
LIBF Diploma for Financial Advisers (DipFA)
LIBF Certificate in Mortgage Advice and Practice (CeMAP)
CII Diploma in Financial Planning (DipPFS)
CII Level 4 Certificate in Discretionary Investment Management
CII Level 3 Award in Long Term Care Insurance
