Expertise
- Pension advice & transfers
- Corporate Advice
- Corporate benefits
- Invesment Planning
Summary
I'm a Financial Adviser based in Bristol with clients in the South West, London and South East. I work with Business Owners and focus on their life objectives to create an accurate and efficient financial plan for them to follow so they achieve their goals. I'd love to connect with you and get to know your story..
Experience
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DJS Wealth Adviser LLP
Adviser
6 - 20 Employees 2019 - Current
Education History
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Business and Entrepreneurship
University of West of England
2015 - 2018
Qualifications
Level 4 Diploma in Regulated Financial Planning
Upper class Degree in Business & Entrepreneurship
Level 3 Extended Diploma in Engineering Design
Interests and Hobbies
Playing guitar, writing music
Football, golf, rugby
