About
On the record
I advise individuals, families, businesses and charities, drawing on my extensive previous experience as a client facing paraplanner and wealth planning relationship manager. I have qualified as a Chartered Financial Planner and I am pursuing Fellowships with both the PFS and CISI. I am a people orientated practitioner, advising clients through application of my Lifestyle Financial Planning philosophy. I have energy, drive and commitment and bring a very personal approach to any professional relationship. I build partnerships and work alongside Investment Management colleagues to ensure client objectives, circumstances and preferences are well understood and that all clients are offered a tailored financial plan. My core strengths are: • Lifestyle Financial Planning • Business Development • Client Relationship Management • Internal Stakeholder Engagement • Advice Cycle Management • Advocacy of the Value of Advice • Teamwork/Coaching of Others • Technical Knowledge
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