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Based in Cirencester
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 worked within the financial planning profession since 2013 and my exposure to (nearly!) all the roles available within the profession, means I have a comprehensive understanding of how everything fits together. In August 2021, I completed the Diploma in Regulated Financial Planning and have spent the last 18 months completing internal training while building on my softer skills. I have also embarked on undertaking my Chartered exams to further expand on my knowledge.
£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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