Forging long-lasting relationships with my clients and empowering them to achieve their objectives has been the pillar to my continued success.
My experience guiding clients, started on firm foundations as a Financial Adviser with Legal & General 13 years ago. After securing the required industry qualifications, I worked with individuals and businesses as a trusted source of advice. I am proud that many of the clients that I advised during this period are still clients today (and some of them friends).
Fundamentally, Financial Advice is about listening and understanding first, and then having the knowledge and expertise to deliver a plan to fit your needs for today and in the future.
Our clients need to feel confident in us, which is why it’s important to be visible. My Practice Manager, Faye will ensure that we are always available and that most importantly, we do what we say.