With over 30 years’ experience in finance, I understand that when it comes to finance, many people put their head in the sand, due to lack of knowledge and because of not wanting to trust a stranger with their savings.
My friendly, no nonsense approach means I’m able to translate all that fancy financial jargon so you get a better understanding of how to manage your money.
If you are approaching retirement and are looking for some guidance on what to do with your savings or you need to know about the different retirement options – I can advise you on the most suitable options to suit your particular needs.
You may already be retired and have a lump sum of money that you’d like to invest – I will search the market for the best deal to make sure you get more value for your money.
Or you may be looking to get married or start a family and need advice on life assurance, pensions or savings for the future – my knowledge of the market means we can ensure that your money is protected for your loved ones in the event of unforeseen circumstances.
I have recently become a member of the Finli team & I am looking forward to working with them. Here are links to their Website & Privacy Policy
The legal information:
Finli is a trading style of Finli (IPWM) Ltd, registered in England. Company No: 08244150. Registered Office: C/O Freeths LLP, 3rd Floor, Northgate House,
450-500 Silbury Boulevard, Milton Keynes, MK9 2AD. Finli (IPWM) Ltd is an Appointed Representative of Finli (G&P) Ltd which is authorised and regulated by
the FCA under No 142752.
You are now departing from the regulatory site of IP Wealth Management Ltd. Neither IP Wealth Management Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.