CH1, Chester
Working with driven and successful individuals to help them achieve financial freedom through truly independent financial planning.
With a 20+year track record as a Finance Director, building and selling multiple businesses, I am now looking to help and support others to successfully create their own financial “roadmap” to achieve their personal and professional goals.
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What do you love most about your job?
Helping other ambitious people and their families create a “roadmap” towards their dreams and goals.
What inspired you to start your own business?
My father. I wanted to emulate him. Now I want to help others do the same.
Why should our clients choose you?
Integrity, honesty and a proven track record of financial expertise.
Can you provide your services online or remotely? If so, please add details.
Yes I have full online capabilities using Zoom and Teams.
What changes have you made to keep your customers safe from Covid-19?
Zoom and Teams are integral to our business for those who prefer to remain at home.
Equally we have offices you can attend or I can come to you.
Financial Advice
Financial Planning
Pensions Advice
Pension Consolidation
Investments
Business Planning
Mortgages
Insurance
Finance