Summary
Based in Sale Centre 5a Washway Road with over 10 years industry experience. Working as a Independant Financial Adviser I can review your existing investments, pensions and protection policies. Initial meetings are always free and without obligation. Ask yourself, how is my money performing? What are my current charges? When was the last time you reviewed your financial arrangements? Are you sure everything is current, up to date and working hard for your financial future?
Expertise
Covering all areas of advice as an Independant Financial Adviser. Protection - Investment - Pensions - Auto Enrolment - Inheritance Tax Planning and Business Protection and Planning.
We cover all aspects of Financial Planning and are happy to review existing holdings and work on a no obligation free initial meeting. As local advisers we can deal with covering your mortgage / this years Isa allowance right up to more complex financial planning.
I specialise in working with small businesses and help plan for the future and ensure that you are benefiting from your hard work. I understand the pressures of cashflow, lack of time and legislation such as Auto Enrolment.
I also jointly own a successful photography business www.angelphotography.co.uk so fully understand the needs of small businesses and always ensure that the time you spend with me is profitable.
Experience
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Halifax Bank
Financial Adviser
100+ Employees 2004 - 2014 -
Cheetham Jackson Ltd
Independent Financial Adviser
21 - 100 Employees 2015 - Current
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Lloyds Bank
Financial Adviser
100+ Employees 2001 - 2004
Qualifications
- Ba (hons) Level 4 Qualified Financial Adviser
- Chartered Insurance Institute Taxation Qualified (J01)
- Chartered Insurance Institute member - Society of Mortgage Professionals Cert CII (MP)
- Ba (hons) Business Enterprise specialising in Small Business
