CredendaCertificate of Excellence 2019
Woking, SurreyElite Pro (2 Reviews)
Independent financial advice
Personal -savings, investments, pensions and retirement, life, health and income insurance
Corporate - pensions, autoenrolment, keyman insurances, relevant life insurance, directors/partners share protection, group life and health insurance
20 Vicarage Rd, Woking GU22 9BH, UK
What do you love most about your job?
meeting my clients and solving their problems and meeting their objectives
What inspired you to start your own business?
The requirements of the financial services act in 1986 and my decision at that time to be an IFA
Why should our clients choose you?
33 years of experience and a personal service. particular interest in inheritance tax planning, saving for and decisions at retirement and investment services
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