About
I'm an FCA-authorised financial advisor who can help you with a range of topics. I'm based in Whiteley and speak English.
Over the last 13 years, I have had the pleasure of offering financial advice and guidance to individuals, couples, and families all across the South of the UK. I truly believe that the key to building trusted relationships is to listen: listen to people's plans, their responsibilities, their hopes, and their dreams for the future.
Over the last 13 years, I have had the pleasure of offering financial advice and guidance to individuals, couples, and families all across the South of the UK. I truly believe that the key to building trusted relationships is to listen: listen to people's plans, their responsibilities, their hopes, and their dreams for the future.
| Alter |
46-65
|
|---|---|
| Nationalität |
British
|
| Zivilstand |
Verheiratet
|
| Kinder |
Ja
|
| Passion für |
Financial Wellbeing and Financial Education
My family
Sports and fitness
The planet and making a difference
|
| Stadt, Land | Whiteley, GB |
Ich kann dich unterstützen bei
Advice on house purchase and mortgages
Specialist Insurance
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Fähigkeiten & Qualifikationen
| Firma | Eight Wealth Management Ltd |
|---|---|
| Rolle | Financial Advisor |
| Arbeitsort | Andere |
| Erfahrung | 10 - 20 Jahre |
| Qualifikation |
CFP - Certified Financial Planner
Diploma in Personal Financial Planning
|
| Autorisiert von der Aufsichtsbehörde: | Ja |
| Referenznummer | 150026 |
Your home may be repossessed if you do not keep up repayments on your mortgage.