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Based in Milton-Keynes
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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.
Wealth management consultant with diploma in financial planning and have provided holistic financial advice for over 40 years with both corporate and individual clients. In recent years I have focused on retirement planning, both leading up to and at retirement. I have built long standing relationships with clients based on sound, transparent advice. I am pleased to announce that I have joined forces with a former colleague, Joe Davison, at Maitland James Financial Planning. I look forward to developing relationships with clients again, assisting with their investment needs and helping to reach their financial goals. Being an independent financial adviser once more – with the ability to search the market for solutions for my client’s needs – is so important to me on a personal and professional level. I am very much looking forward to doing this again.
£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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