Expertise
- Pensions
- Pension Transfers
- Inheritance Tax Planning
- ISA's
- Wealth Management
- family protection
- Investment
- Pensions on Divorce
- protecting your assets
- Protecting your family
- Insurance Advisor
- Insurance
- Legacy and Succession Planning
- Retirement Planning
- Offshore Bonds
- business relief
- Long Term Care planning
- Mortgage Advice
- Equity Release
Summary
I've been in the financial services sector since 2011, and I'm really proud to be able to give you advice that covers all the bases when it comes to planning your finances. Before we dive into anything, I want to understand where you're coming from and what you're aiming for.
Once we're on the same page, we can work together to make your dreams a reality. I'm all about forging strong bonds and providing ongoing solutions that fit your life, no matter what stage you're in. I'm all about keeping things simple, even when things get super complicated. I want you to feel like you've got a friend guiding you through, making sure you understand every step of the way, no matter how complex things may seem.
I bring over 12 years of expertise from my tenure at HSBC, where I specialized in serving clients across various tax jurisdictions including Guernsey, Jersey, and the Middle East, with a particular emphasis on expatriate customers.
Experience
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Cockbain & Associates Wealth Management
Financial Advisor
6 - 20 Employees 2023 - CurrentFinancial Adviser
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HSBC Bank Plc
Wealth Manager
100+ Employees 2011 - 2023At HSBC, I've taken on various roles, supporting expatriate clients in Guernsey, Jersey, and the Middle East region by addressing their complex financial planning requirements.
Education History
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Accounting and Finance
Edge Hill University
2008 - 2011Accountancy and Finance.
Qualifications
Diploma in Regulated Financial Planning (DipPFS)
CF6-Mortgage Advice
ER1 - Equity Release
Interests and Hobbies
Outside of my professional responsibilities, I find enjoyment in playing cricket, although I must confess, I am not particularly skilled at it :-).
