A Financial Planner working with clients in the City of London and the South. DipPFS, CeMap.
I'm an holistic Financial Planner with experience in wealth management, tax planning, pension, protection and mortgage advice. My expertise in mortgages is often the initial reason my clients contact me, particularly those working in the City. They tend to be people who need high value loans or have bonus income or other complexities and my experience in this area is well-known. My aim is always to build a long term relationship with my clients and I get a real buzz out of helping them achieve their financial objectives. I value the trust they place in me with something as important as their finances.
- Spare time?
- Spending time with my wife, children, FA qualified football coach and lead coach at Cuckfield Cosmos under 9s, season ticket holder for 30 years at Southend United, playing football and travel.
- Famous dinner guests of choice?
- Winston Churchill, Margaret Thatcher, Armand Van Helden.
- Favourite city?
- Munich or Cologne.
- What gives you a LIFT?
- Work - helping a client to achieve what they wanted with better service than they expected. Home - seeing my kids and wife every day.