Summary
My contacts details are [email protected] and my mobile number is 07876839061.
I advise Corporate clients. To asses, advise and arrange Autoenrolemnt compliant company pension schemes.
I offer business protection reviews, such as Key Person Insurance, Ownership Protection and Relevant Life assurance.
I also advise business owners and personal clients, Retirement planning, Investment Planning, Life and Health Insurance and Mortgage advice
Expertise
Personal Clients
-Protection
-Retirement Planning
-Investment advice
-Estate Planning
-Mortgage Advice.
Commercial Clients
-Protection Planning
-Pension Planning
-Investment advice
-Employee benefits
Experience
-
Lifetime Wealth Management Ltd
Financial Planner
2012 - 2015 -
HSBC PLC
Financial Planning Adviser
100+ Employees 2000 - 2012Providing regulated financial advice to both personal and commercial customers of bank -
HSBC PLC
Bank Official
100+ Employees 1983 - 2000 -
RPG Wealth
Corporate Financial Adviser
6 - 20 Employees 2015 - CurrentRPG Wealth are a Chatered Financial Planning company.
I have recently jonined as a Corporate Financial Planner to advise corporate clients on their Autoenrolment requirements.
To complete full corporate financial planning advising on business protection, group insurance plans and pension schemes/
I also advise business owners/directors with respect to retirement planning, Investment planning and protection and mortgage advice
Education History
-
A levels
Cheshunt
1976 - 1983
