Cert CII (MP)
As a Financial Planner I assist my clients to realise their financial goals and objectives, through holistic financial planning (looking at the bigger picture). How do I do this? Importantly, by listening and understanding my client’s needs, which allows me to provide a comprehensive financial planning solution and wealth management advice. It’s about building long term relationships with my clients, with the aim of helping them achieve their financial goals, making their investments work harder for them, sending their children to university, and protection, in the event of a serious illness or death. Pre-Covid years, I did this via a ‘face to face’ meetings, now my meetings are held via the medium of Zoom, Microsoft Teams, Facetime, or the good old-fashioned phone… and where possible on a face-to-face basis to. This has been received positively by all of my clients.
"When I am not working, I spend time with my family. My wife and I have been married for 24 years and we have 2 wonderful children. Having young teenagers most certainly keeps me active. Due to various lockdowns, going to the gym has been a luxury. I still keep fit, adapting new ways, long walks and cycle rides (all locally) and making sure we eat healthy. I also like to maintain a healthy and wellbeing state of mind. In addition to all this, I am a Level 1 Football Association (FA) Coach and coach the local Under 15’s team."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.