FAQ
WHOLE OF MARKET & INDEPENDENT FINANCIAL ADVICE
When seeking financial advice, you can either choose a restricted model, where the adviser can only choose solutions from a select panel or a whole of market adviser who can choose the best solution without any restrictions.
I am happy to say that I am the latter, offering my clients the best solutions from the whole of the market.
REGULATED FINANCIAL ADVICE
When you receive regulated financial advice, you are covered by both the Financial Conduct Authority and the Financial Services Compensation Scheme. This means you have the right to complain if you feel you have been misadvised and if your regulated solution goes into administration for example your investments are covered up to certain limits.
This gives my clients the peace of mind and reassurance that they are protected.
EXPERIENCE
I started working in financial services in 2003 when my father gave me the opportunity to work with him as his Administrator.
Since starting my career in 2003, I have worked in companies that are small, medium and large, taking on roles that have given me a broad range of experiences that has helped me to help my clients.
KNOWLEDGE AND EXPERTISE
Over many years I have studied and successfully passed the necessary exams to give my clients regulated financial advice in areas such as pensions, investments, protection and mortgages.
A long with my qualifications, I also have the hands on knowledge and experience built over my years of working in the financial services industry.
PLAIN ENGLISH
One of the biggest obstacles I help my clients with is avoiding the jargon that comes with taking out financial products such as pensions. I feel passionately about using plain English and helping my clients to feel in control of their financial plans.
TIME
There are thousands of funds to choose from but with choice comes the need to spend time to research the funds that match your appetite for risk.
I make it easy to find a suitable fund and tax efficient wrapper to match your attitude to risk.
COST
Like any service you engage in, there is normally a cost for doing so and that is the same when you proceed with a recommendation with me.
Before proceeding, I will explain all initial and ongoing charges so you know exactly what you are paying for, and how much.
I am confident that over the medium to long term, I can add value to your plans.
