Director - Independent Financial Adviser
CurrentI believe that to offer exceptional client service an adviser should be free to spend quality time face-to-face with clients, rather than spending too much time working behind a desk buried in paperwork. To this end I have chosen CAERUS Financial Ltd, to provide me with much of the support that is required by a contemporary Independent Financial Adviser.In an ever changing world I utilise the latest technology to provide a comprehensive and expedient service. Through my relationship with CAERUS Capital, our strategic partner, my clients may be confident that all advice is not only relevant and appropriate, but meets all the rigorous requirements of the Financial Conduct Authority. I have chosen to maintain a stance of total independence and all services are offered on a fee basis.Whole of Market advice may be provided in the areas of Retirement Planning; Commercial and Residential PropertyPurchase/Re-finance; Investing for Growth/Income/Tax Efficiency; Inheritance Tax Planning, Maximising Income in Retirement; Personal and Business Protection, Design and Implementation of Employee Benefit Strategies and Tax Efficiency Strategies for Directors/Partners. Meetings can be undertaken at our offices, your home, or your place of work.