I am a level 4 Diploma qualified Financial and Mortgage Advisor with over 15 years’ experience of providing holistic financial planning advice for my clients.
I am authorised and qualified to provide advice in the following areas:
- Mortgages (including Equity Release)
- Retirement Planning (Pensions)
- Inheritance Tax & Estate Planning
- Savings & Investments
I pride myself on being professional, personable and knowledgeable. I take time to fully understand the needs of my clients and by combining my expertise with common sense, can formulate a bespoke and personalised financial plan for my clients.
Outside work I enjoy spending time with my family and keeping fit. I have recently become interested in photography and am teaching myself to play the piano.
1 customer reviews
Excellent, efficient service. Would highly recommend and use again in the future.
Reply from Cheryl Fisher Financial Adviser
Thank you Lucinda for your kind review. It has been an absolute pleasure working with you