I have spent over 30 years working in the financial services industry and have gained valuable experience during this period. I use this experience to assist my clients in the Financial Strategy Planning and Advice arena as well as the more specialist areas of Residential, Commercial and Bridging finance. My ideal client is someone who runs/manages their own business but I am confident that I can add value to anybody who requires financial planning advice.In 2013 I took the the role of Managing Partner at TSP which required operational and HR skills in addition to my financial planing knowledge. However, in 2017 I decided to return to a full time advisory role at ADD Wealth Management Ltd and am enjoying being back in this environment.Specialties: Pensions, Investments, Mortgages, Commercial Finance, Bridging Finance, Trusts and Inheritence Tax Planning
Listed skills include Financial Advisory, Investments, Finance, Financial Planning, and 21 others.