CF24, Cardiff
As a qualified qualified adviser with a passion in the industry, I provide financial planning advise mainly within the investment and retirement planning space. My goal is to ensure all clients of mine have clear and definitive long term financial goals which I can guide them too through the whole process.
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1 customer review
Phillip
Financial Advisors
Very helpful guy. Not what I really needed but would be super for a younger client.
What do you love most about your job?
Being able to provide priceless help towards clients long term financial goals, offering advice to people at any stage of their life regardless of their situation and being able to really see the difference it has made in years to come.
Why should our clients choose you?
As someone who is passionate about investments and financial planning, I really emphasise my commitment and care about the end goal for each and every client.
My service as an ongoing financial adviser is available at all times to ensure they are always comfortable with their financial matters and we are always factoring in any changes in circumstances.
Can you provide your services online or remotely? If so, please add details.
I offer my services online and remotely through telephone and video conferencing using Zoom or Microsoft Teams.