Quality
After having spent my whole working life within the various financial services sectors I feel that my range of experience is what makes me different to other financial advisers and adds great value to my business.

Product knowledge
Being an appointed representative of Beneficial Financial Management (BFM) gives me access to the latest independent products and market information. They also provide me with valuable compliance, legal and administrative back-up.

BFM are independent Financial Advisers and are regulated by the FCA (Financial Conduct Authority) - this means I am able to advise on all products within the ‘whole financial marketplace’ which is vital to my clients changing needs. Please visit the BFM website www.bfm-ifa.co.uk for full details.

Experience
As an experienced IFA I regularly advise my clients on their retirement planning options and how to protect themselves and their families against ill health, critical illness and premature death.

Personal Touch
In addition I offer a ‘hands on’ investment and pension planning service with includes detailed client ‘risk profiling’ to ensure that we have jointly established the areas of investment that are most suitable for them. Following this process I analyse their existing investment and pension funds and recommend any new products that are needed to compliment and meet their chosen overall risk strategy.







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