Liam Ring Email & Phone Number

Midsomer Norton, England, United Kingdom

Midsomer Norton, England, United Kingdom

Midsomer Norton

I am a dedicated financial adviser with five years of experience working in a client-facing role at Waterhouse Financial Advisers. Since starting, I have been focused on building strong relationships with clients in Midsomer Norton and the surrounding area. I am proud to have established a client bank of over 120 clients in a five-year period, starting from scratch.My primary focus is helping clients with their retirement planning, investment advice, and DB pension transfers. However, I… Show more I am a dedicated financial adviser with five years of experience working in a client-facing role at Waterhouse Financial Advisers. Since starting, I have been focused on building strong relationships with clients in Midsomer Norton and the surrounding area. I am proud to have established a client bank of over 120 clients in a five-year period, starting from scratch.My primary focus is helping clients with their retirement planning, investment advice, and DB pension transfers. However, I am also experienced in providing advice on IHT investment solutions, Trust planning, and business financial planning. As a result, I am able to provide a comprehensive service that covers all aspects of personal finance.The best part of my job is the interaction with clients. I enjoy building relationships that can last for a long time and providing advice that makes a real difference to my clients financial well-being. Whether it's helping a client plan for their retirement or providing investment advice, I take great pride in knowing that I am making a positive impact on their lives.I am committed to providing a high level of service to all my clients. I take the time to understand their unique financial situation and provide tailored solutions that meet their individual needs. With my expertise and dedication, I am confident in my ability to help clients achieve their financial goals and secure their financial future. Show less

Wells, Somerset, United Kingdom

My career in financial planning began as a graduate trainee at Old Mill, where I started as an administrative assistant and worked my way up to the position of paraplanner and, briefly, trainee financial adviser. My primary responsibility whilst at Old Mill was to provide paraplanning support to four financial advisers. This included drafting suitability reports in relation to investments, Pensions, DB Pension transfers, business protection, and IHT solutions, as well as cash flow… Show more My career in financial planning began as a graduate trainee at Old Mill, where I started as an administrative assistant and worked my way up to the position of paraplanner and, briefly, trainee financial adviser. My primary responsibility whilst at Old Mill was to provide paraplanning support to four financial advisers. This included drafting suitability reports in relation to investments, Pensions, DB Pension transfers, business protection, and IHT solutions, as well as cash flow forecasting and annual review summary reports. Throughout my tenure at Old Mill, I was committed to expanding my knowledge and I was fortunate to work within a firm that provided support in attaining professional qualifications. I completed 11 exams, gaining the status of a financial adviser and pension transfer specialist. Show less

After graduating from university, I took my first steps into the world of financial services by joining London and Country as a telephone-based mortgage adviser. This role allowed me to gain valuable experience in a client-facing position, providing financial advice to individuals seeking mortgages.Although my time at London and Country was brief, I quickly realised that I had a passion for helping people achieve their financial goals. This experience led me to the decision to further… Show more After graduating from university, I took my first steps into the world of financial services by joining London and Country as a telephone-based mortgage adviser. This role allowed me to gain valuable experience in a client-facing position, providing financial advice to individuals seeking mortgages.Although my time at London and Country was brief, I quickly realised that I had a passion for helping people achieve their financial goals. This experience led me to the decision to further my career in financial services, specifically in the area of financial advice. Show less

Bachelor'S Degree, Business Administration And Management, General, First Class Honours

A Levels, Business Studies, Maths, History

13 Gcse'S