I provide advice to individuals around their pension holdings and investment portfolios and help them protect their lifestyle and families. My work with Corporate Clients includes setting up Workplace Pensions and Business Protection such as Partnership Protection.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
In order to offer the highest standards of financial advice to my clients, I choose to work as part of Quilter Financial Planning - one of the UK's leading advice firms. Working as a financial adviser within Quilter Financial Planning allows me to use my local expertise, whilst working as part of a nationwide network.
The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is time consuming and costly, a cost that ultimately finds its way to you, the end consumer.
I provide restricted advice.
After I have assessed your needs, I will advise and make recommendations for you, but will only offer advice from a panel of leading investment and insurance companies.
My recommendations will be made following an analysis of our entire range of products.
I am happy to provide you with a list of the companies on the panel at your request.
Should I need to access the broader market place in order to meet clients specialised requirements i.e. Ethical Funds,I can do so.
Having worked with a wide range of clients in all areas of financial planning it became clear that using a tailored range of handpicked solutions could help with this. Together with some of the most modern and efficient products available, this has proven to be the most suitable way to cater for many of my clients financial needs.
So, by restricting my advice service to a carefully chosen range of products and providers, I am able to remove that complexity and therefore keep costs low, and focus on providing great service.
Ultimately my aim is to build long-term relationships with clients who want to achieve their financial goals. As well as the more technical side, I enjoy the "softer" side of the job, meeting clients new and existing and finding out about their dreams and goals.