About us
Based in the South East of Kent, I provide wealth management advice to clients both within Kent and London, as well as throughout other areas of the South East of England. I have been in the financial services industry for the past 16 years. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service. I believe in a holistic approach to wealth management and it is important for me to build long lasting client relationships, so I have a proactive process in place to review my client’s financial plans and consider ongoing advice opportunities as their needs and circumstances change. With the guaranteed advice, we are able to offer a complete service in all aspects of financial planning, whether your priority is to:- Build or preserve capital
- Invest for income
- Personal protection
- Inheritance Tax Planning
- Retirement Planning
- Calculate your Tax Liability
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
