I am an independent financial adviser in Bournemouth, Dorset and have worked as a financial adviser for almost 30 years. I have gained a wealth of experience working with both large global financial institutions and smaller regional adviser businesses.
My areas of specialty include Retirement Planning, Pensions, Investments and Savings Strategy, Family Protection, Inheritance Tax Planning and Company Pensions and Group Benefits.
I believe that each client’s needs are different and with this in mind I strongly believe that it is essential to help create individual financial goals and objectives which are regularly reviewed and continually updated, to cater for the changing needs of the individual and their families. All of which are designed uniquely for the individual/organisation, via a fully independent (non-restricted), whole of market, unbiased process in every meeting.
I have always enjoyed working with people and to naturally create lasting working relationships with clients/organisations.
If you would like to discuss your personal financial goals and objectives, please get in touch. Your initial meeting is completely free of charge and is available either by telephone or a face-to-face meeting.
I provide financial advice in Bournemouth and the surrounding area including (but not limited to):
- New Forest
If you are looking for an experienced independent financial adviser in Bournemouth, please get in touch to book your free initial consultation.