If you’re asking the question “so what do you do?” – I’ve worked in Financial Services for around 30 years and am passionate about the power of proper financial planning, advice, coaching and education.
As an Independent Chartered and Certified Financial planner I work with my clients to create a tax- efficient financial plan, ensuring them and their dependants are protected and are investing their money effectively allowing them to achieve their future goals.
Through coaching and education I work with people on a one to one basis or in groups to highlight the importance of having a healthy relationship with money and how to establish it.
How do I do that? For specialist regulated pension, investment and Financial Planning advice I work through Expert Pension Advice as an Independent Chartered & Certified Financial Planner.