I am an experienced independent financial adviser in Cardiff specialising in pensions, investments, protection and tax planning. I enjoy working with like-minded individuals to help them improve their finances, secure their financial future and often that of their families and businesses and reduce, where possible, their tax liabilities.
Firstly, I understand what my clients need and then use my vast knowledge that I have gained from both experience over the last 17 years, 26 vocational qualifications and 13 awards in financial services. I have the highest level of qualifications as I am a Chartered Financial Planner and hold the prestige appointment of Fellow of the Personal Finance Society. I am also very proud to have been awarded Volunteer of the Year by the Personal Finance Society.
My clients know they are receiving the best bespoke advice for their own individual circumstances and that I remain up to date by continually updating my knowledge for their benefit. I enjoy meeting clients and speaking to them; many of who have been my clients for well over 10 years. I find this a rewarding and privileged role that I enjoy and ultimately financial freedom is what we are all striving to achieve.
I offer financial advice to private and business clients in Cardiff and the surrounding areas including;
I offer a complimentary initial consultation which can be either face-to-face, by phone or by Skype; whichever is most convenient for you.