Expertise
- Advice
- Financial Services
- Financial Advice
- Financial Adviser
- Retirement Planning
- Retirement Advice
- Retirement & Pension Planning
- Estate planning
- Estate tax planning
- Trust Planning
- Trusts & Estate Planning
- Corporate Advice
- Auto Enrolment
- Workplace Pension Schemes
- Business Planning
- Business Protection
- Individual Pension Schemes
- Investment Advice
- Investment Planning
- Mortgage adviser
- Mortgage Advice
- Mortgage & Protection Advice
- Life cover
- Critical Illness Insurance
- Relevant Life Insurance
- Death in work insurance
- Private Medical Insurance
- Income Protection
- Corporate Protection
- Long term planning
- Advice & Guidance
- children protection
- Corporate benefits
- Investment Bonds
- Onshore and offshore Bonds
- Buy to Let mortgages
- Remortgages
- Residential
- commercial and residential
Summary
I am an Independent Financial and Mortgage Adviser and have worked in Financial Services for over 12 years. During my career I gained experience in assisting both individual and corporate clients. This has helped me develop individually and given me the experience, knowledge and skills need to provide objective driven solutions for my clients.
I provide holistic financial planning advice specialising in retirement, investment, insurance and inheritance/trust planning. My clients include Company Directors, Business owners, City professionals and high net worth clients who are keen to address their financial and tax planning needs.
Experience
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Fairstone Financial Management LTD
Independent Financial and Mortgage Adviser
100+ Employees 2008 - Current
Qualifications
Diploma in Financial Services DipPFS
Certificate in Mortgage Advice Cert CII (MP)
Clubs and Associations
Society of Mortgage Profesionals
Personal Finance Society
