Meet our advisers
Independent Financial Adviser
I have 22 years experience in Financial Services as an adviser. I am Level 4 diploma qualified and also have the advanced level of pension income options accredited by the Personal Finance society.
My approach to clients is simple, I like to build ongoing relationships and provide good financial advice they can rely on, understand, and which relates to their own particular circumstances. The job is especially rewarding when clients recommend their family and friends who go on to become long lasting clients.
South Yorkshire / North Nottinghamshire
Level 4 Diploma, R01, R04, R08, AF8, Life & Pensions Foundation Certificate, CF8, FPC 1,2 & 3.