My goal as an independent financial advisor is to provide a bespoke package for your needs. I can advise on all areas of your finances ranging from mortgages all the way through to investment and pension advice.
I have no ties to any specific provider, lender or insurer. Meaning I am always looking at consulting you in a way that wholly benefits your situation. Breeding confidence in my clients through years of experience and consistent portfolio gains has left me with a business that I am lucky enough to include my own family in.
When I am not working I really like to jet off somewhere hot with my wife sue and go on adventures, if not abroad than down to the south coast where I was born to lap up the fresh sea air.
For me, I found it personally tough when looking at my own investment and pension options. I went to a few advisors and just thought there really wasn’t anyone offering a clear, quick and speedy package. Some advisors were fast, but not knowledgeable or thorough, others were great but it took forever and a day to hear back from them.
I thought I could offer a professional package to clients and that’s where it all started back in 1983. I have been advising clients all over the UK ever since. With a speed of service, professionalism and experience that is appreciated by our entire client bank.
Having navigated through the financial crisis of 2007/2008 and big fund drops off the back of COVID-19 I have more than enough market experience in financial advice. Partnering this with my superb team and communication skills I can offer a thorough and fantastic package to any prospective clients looking for financial consultation.
Please see a list of my qualifications below
LIBF Level 3 Certificate in Regulated Equity Release [certificate]
Ifs Level 4 Diploma for Financial Advisers [certificate]
Financial Planning Certificate of the Chartered Insurance institute [certificates]
Mortgage Advice Qualification of the Chartered Insurance Institute [certificate]
Aside from these, as previously mentioned, I have been advising since the 80s. This has given me a wealth of experience in financial planning and consultancy. With all of these years behind me, there really isn’t much I have not seen and advised on.
Having that background means that I am very well prepared to assist clients in all manners of advice. Being financial advisors we are regulated by the FCA. You can see our firm’s place on the FCA register here, along with my individual listing here.
On top of that our insurances, compliance and training are managed by New Leaf Distribution. With whom we have been with since 2015.