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Based in Aldgate
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I help individuals achieve their lifetime aspirations and financial independence. I support and guide my clients through all of life’s ups and downs, implementing financial plans that cover all eventualities. When I first met with many of my current clients, they: • Did not have enough time to focus on their finances and did not want to be burdened with the detail. • Rarely had a financial plan in place to cover all eventualities. • Wanted to simplify their finances. • Wanted a professional individual to guide them thought the financial decisions they need to make. Simply put, my aim is to help my clients identify their motivations, ambitions and desires. Once done I implement a personalised financial plan designed to fulfil these ambitions and desires – a plan which evolves constantly as circumstances and aspirations change. The whole process is aimed at helping my clients lead the life they want to. Providing a highly professional financial planning service is what I do. If you would like to learn more about how I can help you, please feel free to contact me, I look forward to hearing from you!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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