In order to enjoy your money with confidence, it is essential to have a plan to ensure that you never run out or die with too much ensuring you can continue to live the life you want. That’s why I offer lifetime cashflow modelling to my clients.I am a specialist in advising private clients on all aspects of wealth management and financial planning, in particular before and at retirement, inheritance tax and long term care/equity release planning.I am qualified to deal with all… Show more In order to enjoy your money with confidence, it is essential to have a plan to ensure that you never run out or die with too much ensuring you can continue to live the life you want. That’s why I offer lifetime cashflow modelling to my clients.I am a specialist in advising private clients on all aspects of wealth management and financial planning, in particular before and at retirement, inheritance tax and long term care/equity release planning.I am qualified to deal with all aspects of financial advice but I especially like to tackle more complex cases, such as DB transfers (PTS) and specialist pensions such as SIPPs and SSAS Show less

Working with KMI to help expats in Spain and around the world with their financial planning.

Recently joined Smart Financial in order to work with clients based in the UK.

My first position working in the Expat market

USS worked closely with the Personal Finance Society (PFS) to develop a system whereby scheme members can access financial advice from the most highly qualified financial advisers in their specific area of planning, and also arranged for these advisers to be trained in the aspects of USS.

Joined as a Pensions Transfer Specialist to help with Defined Benefit transfer work for the other advisers . Shortly afterwards the company decided to stop doing DB work for clients fearing future complaints

Working with the clients of the MD of Merchants IFA as he was not Level 4 qualified. Shortly after joining the company was sold to Compass Wealth Management and renamed Merchants Wealth, so no clients were provided as promised.

A voluntary role in the Hants & Dorset region of the Personal Finance Society (PFS) - the personal financial planning arm of the Chartered Insurance Institute (CII), and the main professional body for financial services personnel in the UK. My role is to help achieve two key outcomes within region, which are to promote awareness of Chartered Financial Planners - and the increased level of expertise and professionalism they bring to the table, and to encourage other individuals working… Show more A voluntary role in the Hants & Dorset region of the Personal Finance Society (PFS) - the personal financial planning arm of the Chartered Insurance Institute (CII), and the main professional body for financial services personnel in the UK. My role is to help achieve two key outcomes within region, which are to promote awareness of Chartered Financial Planners - and the increased level of expertise and professionalism they bring to the table, and to encourage other individuals working within the financial planning and financial services sectors to increase their level of professional qualification and achieve Chartered status.Everybody wins as a result of the continuing growth of the Chartered Financial Planning profession; and this role enabled me to play a part in the growth and development of 'my' profession. About 10% of all financial planners and financial advisers are Chartered - I would like to see the day when more than half of the practitioners are qualified at Level 6 or higher. Show less

Ground floor opportunity to acquire shareholding as one of their first IFAs, turned into being a guineapig for their new CRM system

Working closely with the Stockbrokers of Savoy to provide financial planning to their clients and identify opportunities for pension and protection business

Shortly after joining as a PTS the FCA stopped all ¨replacement business¨ in response to complaints from Pearl policyholder´s who were having their Investments ´churned´ into SJP products by their ex- Pearl - now SJP advisers. I left when my Manager said I should contact my friends about Mortgages & Protection.

Responsible for advising and servicing clients located primarily in Dorset & Hampshire.

Responsible for DT postcode, holding seminars and advising clients of affinity groups, such as Head Teachers & Civil Servants on their Retirement options, and investment of their pension lump sums and Redundancy benefits