Chartered Financial Planner, Chartered Wealth Manager, Partner
BA (Hons), FPFS, FCSI
That we are here to sell to clients. The role is not that at all – we manage clients money to meet an objective, we discuss a client’s aims and priorities; and work out how to get them there – whether this be effective and tax efficient at retirement planning, or investing for the future. It is an incredibly rewarding role.
Ideally with a walk, but with two young children to get out of the house on time, my mornings often start earlier enough!!
Sunny holidays – I am definitely solar powered!
Managing family life with work! Such a challenge, but I am really lucky I have a great team in the office to help me look after my clients.
Somewhere hot and sunny, with blue sky and palm trees!
Our lives are busier than ever, that’s why one of our team will call you back to see how we can help. Just fill in the contact form and we’ll do the rest!