Expertise

  • Pensions
  • Investments
  • Protection
  • Wealth Management
  • Income Protection
  • investment planning
  • family protection

Summary

I am an Independent Financial Advisor with Athena Wealth. I love helping people with their pensions and investments as well as making sure they have adequate protection in place. I have been in the finance industry for over 11 years. I offer free consultations and take the time to learn all I need to know about every client to give them the best possible advice to suit all their needs. We believe in building long term relationships so we can assist you in every stage of your life.


Experience

  • Athena Wealth

    Independent Financial Advisor
    - Current
    Athena Wealth

Qualifications

DipPFS  Cert CII (MP & ER)

Diploma in Financial Planning, Certificate in Discretionary Investment Management, Certificate in Mortgage Advice, Certificate in Equity Release.


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