Expertise
- Wealth Management
- Tax Planning
- Protection
- Corporate Investment
- Investment
- Inheritance Tax Planning
- Pension Planning
- Pension Transfers
- Pensions
- Estate planning
- Drawdown
- Investment Advice
- Retirement & Pension Planning
- Critical illness cover
- Income Protection
- Life Insurance
Summary
I'm a Wealth Management Adviser based in Canary Wharf, specilaising in Retirement planning. I work with my clients to help them achieve their financial goals and aspirations. My goal is to build long term relationships based on trust and allowing my clients complete financial freedom.
Experience
-
OneWealth Ltd
Wealth Management Adviser
- Current
Qualifications
Diploma in Regulated Financial Planning (DipPFS)
