Qualifications
DipFA Diploma for Financial Advisers
CeRER Certificate in Regulated Equity Release
I am an experienced and fully qualified Financial Planner based in Cheddar.
I’ve worked in financial services for over 18 years after I graduated from university with BSc in Economics. For many years I worked for hight street banks as a mortgage and protection adviser. I started providing advice regarding investments, retirement and inheritance tax planning in 2017.
I appreciate that decisions around pension, investment, protection and inheritance tax planning are often complex and I am here to help you navigate through the maze of investment choices and tax rules to achieve your long-term goals. The key to being a good adviser is having the technical knowledge and the ability to listen and establish what truly matters to you.
Experience & Achievements
• Experience in all core advice areas
• Achieved BSc in Economics and Financial Advice Diploma
• Member of the London Institute of Banking and Finance
• Worked across many client areas including private clients and vulnerable clients and professional connections such as accountants and solicitors
My role
Decisions around our pension, investment, protection and inheritance tax planning are never easy and I am here to help you navigate through the maze of investment choices and tax rules to achieve your long-term goals.
What to expect
Initial meetings are 90 minutes and without cost and obligation. Emphasis is always on the correct advice for a given situation. All fees are agreed with prior consent.
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.
