Altrincham
A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions. Key expertise in retirement planning, including defined benefit pension advice, investments and tax efficiency.
I have over 20 years’ industry experience in banking and financial services helping a wide range of different clients.
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What do you love most about your job?
I really enjoy helping people make the most of their money and build and protect wealth. Helping people with life's important financial decisions and making a positive difference.
What inspired you to start your own business?
I always wanted the challenge of starting my own business. After a long career working in banking for a major high street bank, in 2016 I came across the opportunity to build my own business within a bigger business at True Potential Wealth Management. Working in partnership, I have the freedom to run my own business but with the back-up of an award winning, national advice business. This allows me to offer outstanding choice, value and service to my clients.
Why should our clients choose you?
I put the client at the centre of what I do. I'm a highly experienced, conscientious and trusted adviser dedicated to helping you secure your financial future.
Can you provide your services online or remotely? If so, please add details.
Yes we are a modern, technology focussed business and can accommodate online or remote meetings.
What changes have you made to keep your customers safe from Covid-19?
By following the Government guidelines. We can also conduct business paperless using our client sites and technology.
Financial Advice
Financial Advice and Wealth Management. Retirement planning, Investment planning and financial protection.