I am an independent financial adviser in Poole, with nearly 20 years’ experience in the financial services industry. I specialise in pensions, retirement planning, investment and Inheritance Tax planning.
I believe in unbiased independent advice and put my clients at the centre of the work I do. I enjoy meeting people and helping provide solutions to client needs in a world where the jargon and choice at times can be overwhelming. I like working with people and value an ongoing relationship with clients to help with their goal setting and assisting with their financial decision making.
I offer an initial consultation either face-to-face and can meet clients at home, at my office in Salisbury and also have access to serviced offices in Bournemouth and other locations across the UK if appointments outside of my base are required; or alternatively I am happy with a telephone meeting or can set up a video call video Whatsapp/Skype/Zoom.
I provide a personalised independent financial advice service in Poole and the surrounding areas, including but not limited to;
- Blandford Forum
If you are looking for a financial adviser in Poole, please contact me to arrange your complimentary, no-fee, initial consultation.