About

A little about us...

My core principle is to ensure that my clients; you, benefit from my advice.

I have established the highest technical and management abilities. I feel and hope you do too, that these attributes are necessary in order to not only meet, but exceed with the demands of an increasingly regulatory environment and to possess the skills required, in order to construct simple solutions from the complex world of advanced financial planning.

I pride myself on my thorough, comprehensive, and innovative service and delivery. I have a wealth of experience, spanning traditional and emerging financial products, from Private Medical Insurance, Income Protection plans, Group Life, Group Personal Pensions, Personal Pensions, and Venture Capital Trusts schemes, through to advice on accrued benefits under occupational pension schemes.

Today, the world of traditional financial services is rapidly evolving. Let me help you with that journey.

 

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. 

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS').  Please see the following link for further details: http://financial-ombudsman.org.uk/