I have over 30 years experience in financial planning, over 19 successful years with a major high street bank. The industry has changed massively over that time, I have adapted and evolved over that time whilst maintaining that the most important part of what I do is putting the customer first.I now work with CHN Financial Consultancy as a Financial Consultant and provide my clients with non biased fully Independent Financial Advice.This role allows me to take time with every client to fully understand their needs, goals and aspirations. I am then able to tailor my advice to the client and provide fully holistic independent advice.Financial advice should be provided on an on-going basis to meet an ever changing world, regular reviews are paramount, in an ever changing world. This will ensure that you;Have plans Are on target to meet your plansCan adapt your plansI am a Chartered Financial Planner and Fellow of CIISpecialties:-• Business Financial Planning• Retirement Planning• Investments• Protection
Listed skills include Investments, Banking, Retirement Planning, Financial Services, and 17 others.