I have more than 25 years' experience working in financial planning. I advise successful individuals, business owners, professionals and senior executives on the financial issues that affect them. This involves understanding their ‘bigger picture’, then creating a bespoke financial plan and working in partnership with them throughout their lives to ensure they achieve their lifestyle goals.My greatest achievement has been making the change from a transactional IFA sales role to a more client focused financial planning role with Cooper Parry Wealth – the process of putting the client’s needs first and providing a truly exceptional client experience.
Listed skills include Strategic Financial Planning, Pensions, Finance, Wealth Management, and 15 others.