CR8, Purley
FTSE 100 Provider.
100% Investment protection with Pension funds & investments.
I Guarantee the advice I give. If it’s incorrect I will put you back in original state had you not had advice.
Imvestment committee means we get to choose the best fund managers & investment vehicles.
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What do you love most about your job?
Meeting clients & resolving their financial issues.
What inspired you to start your own business?
Not being under pressure is very important, and it allows me to spend more time with my clients & adding value.
Why should our clients choose you?
I work with the top investment managers & guarantee my advice. I’ add value by making sure I am available 24hrs a day.
Can you provide your services online or remotely? If so, please add details.
I am able to meet both face to face or online via video chat
What changes have you made to keep your customers safe from Covid-19?
Happy to meet on video chat, or happy to meet face to face with a mask if you prefer that.
Pensions, Retirement, Investment Planning, Tax Planning