Macclesfield, Cheshire
I am an Independent financial planning consultant with over 20 years experience, with a background in home service with the Cooperative Insurance and Estate Agency Mortgage Advice during the mid-2000’s.
My focus is on affordable financial solutions which makes me a leading choice for clients when they plan & review their Pensions, Investments, Mortgages, and Protection needs.
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What do you love most about your job?
Meeting with and discussing what people want from there future, everyone is different. Doing research to design the best solution available for my clients and in doing so creating a better financial future for them.
What inspired you to start your own business?
I wanted to be able to give consumers a common sense approach to their own financial situation and enable them to make informed decisions. And I wanted to provide a quality service both now and in the future.
Why should our clients choose you?
Clients will remain in control of their own pension, investment mortgage and protection plans. I am the person to help them align their goals and aspirations for the future and prioritise in order of most importance. Initial meetings are where we agree what they would like me to do for them and fees are only paid when they want me to put their solutions and plans in place.