I am a multi award-winning, highly qualified and very experienced whole-of-market independent financial adviser/Chartered Financial Planner from Malvern, Worcestershire. I personally specialise in: Inheritance tax planning and trusts, Investments and Pensions including pension sharing and drawdown and finance planning for long-term care.
I provide a high quality service to a small select amount of clients and see my clients on a regular basis to ensure that their plans are tax efficient and performing well against pre-determined benchmarks. I also keep my clients up to date with all legislation, tax and law changes.
There is no cost for my first consultation and I have a clear charging structure being up-front & honest about my charges, which can be either fees or commission, depending on the area of advice.
I became a Chartered Financial Planner in 2011 and obtained my Diploma in 2009.
I have contributed to both BBC Hereford & Worcester Radio and Radio Wyvern programmes.
My interests outside of work include football (a mad Liverpool fan), music (various tastes), snowboarding (only once a year unfortunately), golf (badly), comedy (watching) and classic cars.
Put simply, we are a team of dedicated business networkers. We know how effective business networking can be to any business, and our role is to give you the platform to succeed.
If we’re going to help businesses succeed then we need a solid foundation to build upon. Our systems are the core of not only our business, but our members businesses.
All journeys should start with a destination, a “why” we’re doing this. Our north star is to achieve success for our members, our community and make a difference.
