Meet our advisers
Independent Financial Adviser
With over 20 years experience in Financial Services and Bank, I provide a personalised Financial Planning and Wealth Management service; offering tailored independent impartial advice across the whole of the market.
As a forward thinking, proactive adviser, I can provide both corporate and private advice with a holistic financial planning solution to meet all of life's goals. Whether you have a complex investment portfolio, or simply wish to plan for a comfortable retirement, I will take the time to understand your short and long-term objectives, before offering a personal approach to generate a solution that is exclusively yours. I will then continue to offer guidance and reassurance throughout your relationship with a view to becoming a trusted and long-term adviser.
I pride myself on being friendly and approachable and providing advice that is clearly explained and simple to understand, along with offering a reliable, consistent and continuous service.
I am passionate and committed to supporting and serving my local community, providing long term value and making a lasting positive difference in both my client’s and their families lives.
I welcome the opportunity to meet with clients both old and new and can be contacted on 07476 721194 or email@example.com
In and around Cambridge and London