Unavailable for contact through VouchedFor
Based in Manchester
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 in the financial services industry all my working life. This has enabled me to build up a wealth of knowledge and experience which is invaluable when dealing with clients, all of whom are individuals and have different needs and expectations. My clients range from individuals to trustees, attorneys and professional and lay deputies. The portfolios I look after on behalf of my clients have values from £100,000 to well over £5 million and in total I am responsible for in excess of £90 million of client assets. Although I am based in Manchester city centre I have clients throughout the country and, as many of my clients have some sort of disability, I am happy to meet with prospective clients in their own home.
£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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