Expertise
- Retirement Planning
- Savings & Investments
- ISA's
- Unit trusts
- Bond Markets
- Tax Planning
- family protection
- Life and Health Protection
- Mortgages
Summary
Independent Financial Advisers are here to help clients build and invest into a brighter future. As an IFA I am committed to providing advice on all aspects of financial planning and have access to a wealth of products and services across the market to give my clients a wide selection of opportunities to choose from. My initial consultation will also be provided free of charge.
Experience
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Active Financial Partners
IFA
2011 - Current
As an IFA (Independent Financial Advisers) I am commited to working with my clients and invest my time and knowledge in helping them plan for a brighter future and reach for their financial goals. My Independent status provides me with whole of market access to a wealth of products and services giving clients a wide selection of opportunities covering all aspects of independent financial planning. Areas of expertise includes mortgages, retirement planning, savings and investments, life and health protection and tax planning.
-
Active Financial Partners
Independent Financial Adviser
2011 - Current
As an IFA (Independent Financial Advisers) I am committed to working with my clients and invest my time and knowledge in helping them plan for a brighter future and reach for their financial goals. My Independent status provides me with whole of market access to a wealth of products and services giving clients a wide selection of opportunities covering all aspects of independent financial planning. Areas of expertise include:
Mortgages - advice on new mortgages and re-mortgages
Retirement planning - advice on Personal Pensions, Group Schemes and on all aspects of annuities, conventional, drawdown, phased, unit linked and with profits.
Savings and investments - ISA's, National Savings, Unit Trusts, Savings for children, Onshore and Offshore Bonds
Life and Health protection - Life Assurance, Mortgage Protection, Whole of Life Assurance, Critical Illness cover, Business Protection, Income Protection, Buildings and Contents insurance, Payment Protection insurance, Car insurance
Tax planning - Guiding clients through the various tax efficient protection and investment products, making use of trusts and tax allowances available
Qualifications
Dip PFS - Personal Finance Society Diploma (PFS)
CertPFS (DM) - Certificate Personal Finance Society (PFS)
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
(CII)CF2 - Investment and Risk (CII)
CF3 - Financial Protection
CF4 - Retirement Planning (CII)
CF6 - Certificate in Mortgage Advice (CII)
R01 - Financial Services, Regulation and Ethics (CII)
R02 - Investment Principles (CII)
R03 - Personal Taxation (CII)
R04 - Pensions and Retirement Planning (CII)
