I am the Financial Planning Director and Independent Financial Adviser of Menzies Wealth Management. I have spent most of my working life in the Financial Services industry. In order to provide high-quality advice to my clients, I have studied hard to achieve the status of a Fellow of the Personal Finance Society, the highest qualification available and held by only 1,500 advisers in the UK (source: Chartered Insurance Institute).I add value to my clients by assisting them in identifying their specific needs. This is always done in a clear and understandable way that ensures they fully understand the solution and the inherent risks.Specialties: Personal Investments, Pensions, Long Term Care, At Retirement Planning, Behavioural Finance
Listed skills include Business Strategy, Investments, Strategic Financial Planning, Wealth Management, and 5 others.