I am a fully qualified financial planner with 26 years experience in the financial services industry.
In this time I have gained considerable knowledge in all areas of financial advice and have helped a wide range of clients. I am passionate about delivering a friendly, high level of customer service and to develop long term trusting relationships. I also fully understand that every client has different objectives and my focus therefore is to always deliver solutions that meet their individual needs.
I have worked in the Financial Services industry since 2008 both as a Paraplanner and Practice Manager whilst also gaining the Diploma in Regulated Financial Planning in 2012. Alongside the experience and knowledge gained in these roles, it is my aim to build exceptionally strong, trusted and long lasting relationships with my clients.
I offer advice regarding personal financial affairs including; building and preserving capital, investment planning, gaining financial protection against risk and reducing Inheritance Tax liability in order to help secure you and your family’s financial future.
I have worked in the financial services industry for over 20 years, both in client support roles and financial advisory roles. I achieved the Diploma in Financial Planning in 2013 and am now working towards Chartered Status.
As Practice Manager, I will provide technical support to Richard and Michael and be the first point of contact for clients who have any queries.
Having worked previously with Richard and Michael, I have already met many of our clients and I look forward to speaking with them again, as well as our new clients. I am thrilled to be a part of the STW Wealth Management team as we look to grow our business whilst continuing to provide an extremely high quality of service to our clients.