As an experienced Chartered Financial Planner, I have worked directly with personal clients, corporate bodies and professional service firms throughout my career.My expertise lies in advising on financial planning matters for business owners, families, Trustees and Deputy’s. My involvement is often occasioned by changes in circumstances where relationships and financial circumstances are in transition and there are complex requirements.Putting the client requirements first often means I work in an advisory team with other professional disciplines to achieve excellent client outcomes. Before joining Bourlet Consulting in 2011, I held senior managerial positions at Alexander Forbes Consultants & Actuaries, Barclays PLC, and Sedgwick Noble Lowndes.I joined Bourlet Consulting because of its approach to client needs; delivering expert advice with a quality bespoke service. I’m passionate in ensuring that individuals, trustees and business owners make informed decisions about their finances.If you are look for independent financial planning advice, contact me on 01249 700460.
Listed skills include Strategic Financial Planning, Pensions, Wealth Management, Retirement, and 44 others.