Independent Financial Planner
CurrentI work as a "whole of market" independent financial planner conducting research across all prospective product providers, products and funds. I take the time to "know my customer".Once any recommendations I make are accepted and implemented, I will meet regularly (no less than once a year) with all my clients to ensure any portfolios established or plans started continue to meet the needs as originally identified. Building long term relationships with my clients is fundamental to how my… Show more I work as a "whole of market" independent financial planner conducting research across all prospective product providers, products and funds. I take the time to "know my customer".Once any recommendations I make are accepted and implemented, I will meet regularly (no less than once a year) with all my clients to ensure any portfolios established or plans started continue to meet the needs as originally identified. Building long term relationships with my clients is fundamental to how my business is run.This week, as well as several meetings with existing clients to review their investments and to ensure that what we are doing dovetails with their objectives, I am seeing a new client who has been awarded a pension sharing order as part of a divorce settlement. This should lead to investing the sum awarded in a pension fund that will match the client's tolerance to investment risk and alow access when needed. Show less
