Expertise
- Wealth Management
- Pension
- Invesment Planning
- Protection
- Retirement & Pension Planning
- Pension Consolidation
- Pension Planning
- Pension Advice
- Inheritance Tax Planning
Summary
Hi,
I'm an Independant Financial Adviser, working for Eversley Wealth Management. Currently working towards completion of the CISI Private Client Investment Advice and Management qualification, with a view to then completing the Chartered Wealth Manager qualification also with the CISI.
I have a broad knowledge of Financial advice, providing a holistic financial planning style, taking into consideration all aspects of a clients position when analysing their needs and creating a solution.
Feel free to leave a message or contact me as per my details should you need any assistance from me.
Experience
-
Eversley Wealth Management
Financial Adviser
- Current
Qualifications
DipPFS, CeMAP
