I have provided financial advice to customers for over 20 years, previously as a Financial Planning Manager for AXA Wealth and Britannia and now as an Independent Financial Adviser with Opal Financial Management.
I am able to bring a wide breadth of life and work experience to the financial adviser role. This means, as well as the many years experience I have in providing financial advice, over my working life I have experienced the joys and pressures of bulb picking, catering work, verger, school support role, factory work, retail sales, post office counter, designing and delivering lectures and seminars for undergraduates, proof reading for an academic publisher, and administering an international journal.
My customers find, whatever walk of life they are from, this breadth of experience and knowledge makes me very approachable and able to understand their lives, hopes and fears.
As an Independent Financial Adviser and founder member with Opal, I can help you with investments and savings; life and illness cover; pensions and annuities; inheritance tax planning* and mortgages.
*Inheritance Tax planning is not regulated by the Financial Conduct Authority
I am very professional in whatever I undertake and I promise to:
work with you to understand where you are, as an individual, on your financial journey
support you in working out where you want to be in the future; what you need to do to get there and are happy to do now to take the next step
give you good, honest, whole of market advice to support you at each step in reaching those goals over the years
I look forward to hearing from you to arrange our first, no obligation meeting at our cost.