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Based in Bushey
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 am a Financial Advisor with over 10 years’ experience and a CII Diploma in Regulated Financial Planning. I am passionate about the difference I can make to my clients’ lives and enjoy providing financial planning to help families achieve their goals. As a family firm, we understand the value in taking time to get to know you and your family, and, whilst technical knowledge is key, we also believe that what is most important is the ability to listen and connect with our clients. I am proud to be currently working with the fourth generation of one of the company’s earliest clients. I am a member of WEB Financial Planning forum; a group of leading Financial Advisers who swap insights into best practice and attend seminars to further their knowledge. When I’m not working, I enjoy spending time with my family, playing tag rugby, hosting games nights with my friends, and pub quizzes.
£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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