I am a Chartered Financial Planner with a wealth of qualifications and experience across the Financial Services Sector. I offer a wholly independent and professional financial planning service to help you achieve your financial life goals – including investment, retirement, mortgage and protection needs.
As well as advising I am directly responsible for the management and development of advisers within a national IFA firm.
My goal is to develop my personal profile as a nationally recognised leader in Financial Planning Professionalism and Expertise over the next 10 years.
Operating within Birmingham and the West Midlands, all prospective clients can expect a free initial consultation where we can discuss your goals and aspirations and ensure a long lasting partnership should you wish to work with me.
High Net Worth Financial Planning Family Wealth Management Corporate Financial Planning including Employee Benefits