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.
| Age |
46-65
|
|---|---|
| Nationality |
British
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
Financial Wellbeing and Financial Education
My family
Sports and fitness
The planet and making a difference
|
| City, Country | Whiteley, GB |
I can support you in the following
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
Skills & Qualifications
| Firm | Eight Wealth Management Ltd |
|---|---|
| Function | Financial Advisor |
| Place of work | Other |
| Experience | 10 - 20 years |
| Qualifications |
CFP - Certified Financial Planner
Diploma in Personal Financial Planning
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | 150026 |
Your home may be repossessed if you do not keep up repayments on your mortgage.