My passion is firstly helping my clients to understand the need to protect what they have. I also get immense satisfaction from advising them on how to plan for the future. This involves discussing savings and pension planning as well as any protection needs and agreeing financial goals with my clients.
I currently hold the following qualifications:
DipFA – Diploma for Financial Advisers
CeMAP – Certificate in Mortgage Advice and Practice
CeRER – Certificate in Regulated Equity Release
I have been involved in Financial Services since around 1999. During that time I have experienced a lot of ups and downs including the Great Financial Crisis of 2008 as well as the coronavirus of 2020. Having worked through the good times and the bad I have been able to grasp a superb knowledge of the market as a whole in each niche area, as a willingness to adapt has been key to survival as an adviser in this industry.
I believe the result of this is my ability to adopt a truly holistic approach to my clients needs – As well as focusing on certain areas I have a good general knowledge of all areas financial, I however, am not scared to admit when I don’t know something. I then have access to a lot of others in the industry that can help facilitate anything my clients want if I believe that bringing in a third party would be the best thing for the client.
Whole of Scotland
Products / Services Offered:
Mortgage, Protection, Investments, Pensions, Wills, Power of Attorney, Business Protection.