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Welcome
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MY SERVICE TO YOU
I enjoy evaluating and understanding my clients’ financial situation. I am dedicated to helping clients understand, protect and increase their assets. I enjoy growing my clients’ wealth and my aim is to build mutual trust and a long term professional relationship.
I believe in providing a personal service. This means keeping in touch and returning phone calls. I like to hear from clients and if I am not available because of holidays I have appointed a locum that can help in my absence.
ADVICE PROVIDED
Providing the most competitive and tax efficient income to maintain your living standards.
Advise on the relative performance and volatility of your current investments.
Research of the most suitable investment strategy for your needs.
Discuss techniques to mitigate Inheritance Tax in order that your hard earned capital passes to your children and beneficiaries in the most tax efficient way. IT MUST BE NOTED THAT THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING.
TECHNOLOGY
I use the most suitable investment funds available. This involves being conversant with the internet and using electronic tools to research the market. I have the resources to research the most suitable products based on your own circumstances and to monitor their performance.
NEW CLIENTS
Please do not keep me a secret. Do you have a relative friend of colleague who needs financial help? I am always pleased to meet new people.
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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 4497594. Registered Office: 22 Milton Grove, Locks Heath, Southampton. SO31 6RQ |
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
To visit the FSA consumer website - Money Made Clear - please click
here
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22 Milton Grove, Locks Heath, Southampton. SO31 6RQ
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