Skills & Areas of Advice
Qualifications
I take pride in offering a professional and personal service; my aim is always to get to know my clients to understand their circumstances and to ensure that I can provide a bespoke service that will help them achieve their goals.
Since completing my degree in Law & Economics, I have worked in financial services since 2008. I started my career working for one of the largest investment providers in the UK, working on a consultancy basis with adviser firms along the South Coast and London before becoming a financial adviser. The main areas that I can help you are:
Outside of work, I have a keen interest in Martial Arts and Football and spending time with my family.
Experience & Achievements
Inheritance Tax Planning, Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.