Thank you for viewing my profileI am passionate about helping you to realise your financial aspirations and helping you achieve them. My aim is to offer a bespoke wealth management service to you, which suits your needs and goals. The tailored service which I provide to you:★ Understanding you, your business and your goals.★ A dedicated consultant which designs and monitors your financial plan★ A financial planning service which is based on your financial goals.Following my degree in business management I started my career in the Financial Services industry and providing a superlative service.My clients include:✔ Medical professionals✔ Directors and Executives✔ High net worth✔ Contractors✔ Lawyers and Accountants✔ Investment BankersI have helped many clients with their financial goals ranging from investments, pensions, and protection. if you would like to find out more please visit http://www.lyfefs.comI am looking to help individuals with their financial aims and offer a financial plan aiming to meet their objectives, so please drop me a call or connect with me. I have been a coordinator for the local hospice charity and I have worked with them closely to raise money in events such as Jail and Bail and Christmas present wrapping. I also enjoy photography, playing golf and fitness.Approved by The Openwork Partnership on 22/01/2024
Listed skills include Financial Advisory, Investments, Financial Services, Wealth Management, and 26 others.