Expertise
- Life Assurance
- Investment Advice
- Pension Advice
- cashflow modelling
Summary
Experienced financial adviser looking to help you realise your goals and ambitions through specific, tailored financial planning for personal clients, business owners and company directors.
As a Financial Adviser with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
Gaining over 5 years industry experience as an Administrator and Paraplanner within the back office of independent advice practices, I qualified as a Financial Adviser in August 2019. Adopting a client centred approach to financial planning, I aim to deliver clear-cut, jargon-free advice which aims to provide stability and security, whilst also ensuring that my clients realise their goals and ambitions, whether that be for individuals or corporate clients.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I am extremely excited and proud to be associated with True Potential Wealth Management LLP and I look forward to joining you on your financial journey.
Experience
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True Potential Wealth Management LLP
Wealth Management Partner
2021 - Current -
PH7 Wealth Management Ltd
Independent Financial Adviser
2019 - 2021
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PH7 Wealth Management Ltd
Client Servicing Manager
2018 - 2019
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Sterling Wealth
Financial Services Administrator
2016 - 2018
