Unavailable for contact through VouchedFor
Based in Christchurch
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 have been an Independent Financial Adviser for 25 years and am both a Chartered Financial Planner and a Chartered Wealth Manager, with a specialism in pensions and investing for retirement. I also hold the British and International standard for personal financial planners, BS:ISO 22222. We help successful people retire with complete confidence. But what does a successful retirement look like to you? I'm pretty sure that whilst the money to support your retirement is important, how you spend your time and the things you do when retired are much more important. So our approach to retirement planning is rooted in understanding what that future looks like to you. As a Master of Life Planning I have the skills and experience to offer financial life planning - an approach that helps you clarify what a fulfilling retirement looks like for YOU. Only then can we create a wealth strategy that delivers your personal vision of retirement. I am also the author of 'Ready, Steady, Retire!' - Plan Your Way to Success in a Redefined Retirement’, which was published in 2014.
£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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