I am Independent Financial Adviser in Worcestershire with over twenty-two years’ experience in financial services and help many clients with their financial needs.
I specialise in investment and pension advice providing long term support to local clients.
“Regular contact and knowing I am at the end of the phone or email when they need me” are one of the things my clients value most.
At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.
I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.
I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.
As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.
- Arnold, Droitwich
- Neil, Worcester
- Peter, Lower Broadheath
