My credentials
Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner, Long Term Care, Equity Release
Awards: Fellow of the Personal Finance Society, Pension Transfer Gold Standard, 2019 Top 35 next generation adviser, short-listed for the Bath Property “Rising Star” Award 2019
Location of Clients: South West and London
Office Address: Sterling House, Bath, BA1 3AN
Contact Details: 01225 427 474 | 07976 093 665