Fiona Newborough (Nee Erdozain) Email & Phone Number

Sorting out your personal finances often falls to the bottom of your list after work, family life and all that goes with it! Understandably it can feel like a complete headache to review your finances and put a plan into place. If you have an old pension, do you know where it is and what to do with it? Are you putting enough away for your retirement? If you have investments, have you thought about how to protect them? Do you simply need a "financial health check"? I am a Chartered Wealth Manager (FCSI) with over 18 years experience in financial services. My focus is to work with individuals to assist them in developing a long term, flexible financial plan for themselves and/or their clients to include investment in ISAs, Pensions and other types of portfolio. I also work with a number of solicitors in order to help their clients. Alongside our Chartered Financial Planners I am able to implement bespoke investment solutions to suit your particular circumstances (including Risk Appetite!) and needs on an ongoing basis.

Listed skills include Investments, Portfolio Management, Financial Advisory, New Business Development, and 16 others.