Financial Planner And Director
CurrentOur team boasts considerable experience, qualifications and expertise. Just as importantly, we pride ourselves on our company culture and ethics. We deploy sophisticated risk profiling and financial modelling tools and our investment strategies are evidence based and low cost. Our personalised service is designed to work in tandem with your specific requirements and preferences.My role as Financial Planner allows me to work with my clients to firstly establish what their objectives are,… Show more Our team boasts considerable experience, qualifications and expertise. Just as importantly, we pride ourselves on our company culture and ethics. We deploy sophisticated risk profiling and financial modelling tools and our investment strategies are evidence based and low cost. Our personalised service is designed to work in tandem with your specific requirements and preferences.My role as Financial Planner allows me to work with my clients to firstly establish what their objectives are, both short term and long term. I then use by expertise, evidence based research and IT systems, including cash flow planning tools, to draw up, present and then implement a plan to address the objectives agreed. I have a specialist knowledge in pensions and retirement planning. I pride myself in providing the highest levels of customer service. As a Director of the company I head the operations and compliance requirements of the company. Show less
