Working with a financial adviser is more than just about their knowledge and qualifications – those are pretty much givens these days. Good advice is about providing guidance that you can trust.
Having over 15 years’ experience in customer care, my main priorities are my clients and their families. Understanding and a willingness to do right by you is my main focus. I will listen to what’s important to you and provide a good plan that suits your needs. And I will be there to help you as your life evolves.
I know from a personal situation how important is to plan ahead. Should something happen to you, there’s at least one thing you don’t have to worry about – your financial future is secured.
Outside of work I love to travel, spend time with my family and friends.