Independent Financial Advisor
CurrentAs an Independent Financial Adviser working with the progressive firm, Odyssey Wealth Management Ltd, I am delighted to advise both corporate and private clients.I have worked within the Financial Services industry since 1997 and offer a wide range of advice to my clients, including retirement planning, wealth protection, savings and investments and family protection. I also work closely with the charity sector, having a background in church missions in the UK and overseas, advising on pension planning and compliance with the regulatory requirements of Auto Enrolment Work Place Pensions.The flexible opportunities that are now available, and proposed, for clients approaching retirement, require specialist advice and this is a particular focus at the moment.With my training and experience in marketing and presentation, and with many years spent working on various boards, I am very comfortable providing strategic advice to directors on a range of issues including Business Protection and Executive and Staff Pensions.