- Protection and Insurance
- Equity Release
- Corporate & personal taxation
- Investment Planning
I provide Wealth Management solutions to help individuals, families and small businesses reach their financial goals and plan for a prosperous future. Based in St Albans, Hertfordshire, I work with clients in London and the surrounding counties and specialise in:
► Mortgages and Equity Release
► Retirement Planning
► Savings and Investment Planning
► Corporate Financial Planning
At Brace Wealth Management, we ensure that we put our clients firmly at the heart of everything we do to enable us to run a genuinely client-focused business. We always listen to our clients, respect their views and fully support them and the circle of people they care about.
Because of our strong client focus, we build our business predominantly on introductions. We know that our clients are the best advocates for our practice. Our clients are keen to recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they received themselves.
If you would like a chat to see how I can help you or your business become financially more successful, then please contact me.
Brace Wealth Management
Financial Adviser- Current
Diploma in Regulated Financial Planning (DipPFS)
Certificate in Mortgage Planning (CertCII MP)
Certificate in Equity Release (CertCII ER)
PGCE Primary Education
BSc (hons) Psychology