Expertise
- Pensions
- Pensions for Directors
- Inheritance Tax IHT
- Inheritance Tax Planning
- Pensions on Divorce
- Pensions Freedom
- Investment Planning
- Investment Advice
- Income Protection
- ISA
- ISAs
- family protection
- Life Insurance
- Critical illness cover
- Critical Illness Insurance
- Invesment Planning
- Financial Advice
- Financial Adviser
- Pension Consolidation
- Pension Advice
- cashflow modelling
- Holistic Financial Planning
- Financial Planning
- Independant Financial Advice
Summary
Having just moved to London, I'm looking to expand my network to the point where I can refer my clients to you, in exchange for you referring some of your clients for a no-obligation, "free initial consultation" with me... (and hopefully if the referral is successful, I'll give you a share of my fee).
I've moved to London from Bristol (having grown up in Birmingham), and have been tasked with spearheading our expansion into the South East. To me, this means I now have the ability to work with people I like, rather than having to refer to the people that provide us as a company with a consistent amount of referrals.
So, if you're a trustworthy, likeable version of the following...
- Accountant
- Solicitor
- HR Consultant
- Recruitment Specialist
- Mortgage Broker
- Will & LPA specialist
... let's connect, or get in touch, or hook up, or whatever the appropriate verb for doing so is.
Experience
-
Prosperity Wealth Ltd
Financial Adviser
- Current
