Senior Wealth Management Consultant
My philosophy focuses on maintaining a long-term and trusted relationship with my clients. This relies upon providing a service of distinct quality, integrity and excellence, which in turn provides my clients with peace of mind. I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place and is built around dedicating time to understanding my clients before offering advice. This personal service is the main reason my client portfolio is largely derived from recommendations.
I provide a personalised wealth management service for my clients to help secure the financial future they are looking for. My aim is to offer ongoing support to my clients and to help them respond to the changes in circumstances that life brings, which prompt a review of personal financial goals such as starting a family, changing jobs, starting a new business or receiving an inheritance. I am based in the Marlow office. Click on locations to find out more.