Financial Advisor Profile
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Types of Advice
I started work at Royal & SunAlliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after the new business team for Phoenix .
I decided to leave this role as I got into finance to help people and provide honest and ethical financial advice!
I joined Hunter Mills in 2009 as an independent financial adviser and haven't looked back since! I currently service over 120 clients and have £2m pounds of investments/pensions under management using my specialised investment expertise to grow your investment/pension, I am also a specialist in personal protection!
I have passed my diploma exams as a financial adviser and I am committed to carrying on with my advanced diploma exams so that I can continue to provide excellent service to my clients and gain chartered status.
I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.
I try to stand out as an IFA so I offer a free of charge and under no obligation review, this service also includes a full written report on your circumstances which will also contain details any advice areas and costs involved so you have all the information in writing before you proceed. All my advice is backed up in writing!
If you contact me through VouchedFor I offer: Free 1 hour initial discussion
- CII - Statement of Professional Standing (SPS)
- CII - Certificate in Financial Administration
- CII - Certificate in Life & Pensions
- CII - Diploma in Financial Planning
- CII - Diploma in Regulated Financial Planning
- CII - Mortgage Advice Qualification
- PFS - Member by Certificate
- PFS - Member by Diploma
- General Financial Planning
- Investments & Savings
- Insurance & Protection
- Tax Planning
- Pension and Retirement
- Offshore investing
- Saving for children
- Auto Enrolment
- Pre Retirement
- Young High Earning Professionals
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