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Based in Peterborough
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.
Over 28 years experience in offering financial advice to high net worth private clients and company directors. Having worked in life assurance companies, banks, and large IFA organisations, it is fair to say I have come across many different types of financial planning and if I haven't I will utilise other professionals with the experience and knowledge to ensure the client get exactly what they are looking for (within reason!) I run a financial services arm to an accountancy firm under a joint venture and my tax, investment and pension knowledge is very thorough. I believe in fair value when it comes to my fees and honesty goes miles in this industry and gains my clients trust.
£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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