Independent Financial Adviser
Joined Nelsons in 2010
Areas of Expertise
- Independent Financial Advice
- Building and managing investment portfolios
- Pension and retirement planning
- Financial strategies
- Cautious investment advice
- Court of Protection, Attorney and Trustee investment
Professional Information
- CII Diploma in Financial Planning (Dip.PFS)
- Qualified Member of The Chartered Insurance Institute (CII)
- Qualified Member of The Personal Finance Society
- Member of Solicitors Independent Financial Advisers (SIFA)
- Qualified to Affiliate level with STEP (Society of Trust & Estate Practitioners)
