I provide a full service to individuals and small corporates. I have many years of experience in financial services having originally started my career with a major UK high street bank in 1979. In 1988 I moved into the banks financial services side of business assisting clients with areas like pensions, investments and family protection. But in addition I also gained valuable experience in estate planning, inheritance tax planning and trusts and therefore I have a wide range of knowledge in many areas of financial planning.
The aim is to provide honest and easy to understand advice in all areas of finances but sometimes I do bring in other well trusted professionals as I do not pretend to have detailed knowledge on all aspects of financial planning. However I still manage the relationship with my client so that there is an additional ongoing support and guidance from me.
I firmly believe that my clients need to receive the right service, at the right time with honesty and ethics. My services include the following:
* A thorough and analytical way of dealing with clients based on their aims and requirements
* Access to detailed advisory process and appropriate tools to manage things
* Full ongoing support and guidance pre agreed in advance including quarterly news letters