Specialisms in Wealth Management including Investment, Retirement and Estate Planning.
Fee basedIndependent Financial AdviserRDR Level 4 qualified 30 years "client facing" financial services experienceInvestment specialistHolistic wealth management Focus on High Net Worth private clients Experience of complex financial planningProven record developing relationships with professional connections, particularly the legal professionExcellent qualificationsStrong reputationClear areas of expertiseExceptional serviceFocus on advice not salesTrust & integrityFlexible remunerationCommitment to an ongoing client relationship