Independent Financial Advisor
CurrentA committed and enthusiastic individual, thoroughly determined with a strong work ethic. I am passionate about helping clients meeting their personal financial objectives by providing them with needs based solutions.My career in Financial Services began at a high street bank and I benefitted from an array of experience from peers and colleagues. I work with Wren Sterling to provide full financial advice across all major areas.My areas of expertise include relationship building and ongoing client management particularly with a focus on retirement planning and estate planning.If you would like to discuss any areas of your financial planning needs on topics such as Retirement planning, Investment planning, Protection or Estate Planning please feel free to mail me.
