Independent Financial Planner
I am a Financial Adviser who currently works and lives on Canvey Island, additionally covering this area alongside Benfleet, Essex.
I typically spend my time between the Canvey and Benfleet areas, as well as working in the Braintree and Felixstowe offices. By doing this, it allows me to meet and work with clients within the areas of Essex, Suffolk and the South East.
My passion is to deliver holistic Financial Advice in an understandable way. I pride myself on giving advice that is easy to understand and making my advice engaging to my clients without complications and confusing industry ‘jargon’.
I aim to ensure that all my advice is directed to help deliver good client outcomes for the present as well as the future. All my plans are built around a long-term strategy to help my clients achieve their objectives.
I Graduated from The London Institute of Banking and Finance with a degree in Finance, Investment and Risk before completing my Diploma in Financial Advice with them as well.
Having fully qualified as a Financial Adviser my next goal is to study areas of Financial Planning in more depth and achieve chartered status.
Outside of work, I am a keen football fan both on and off the pitch. Regularly playing as a part of a 5-a-side team and supporting Tottenham Hotspur.
For further help and advice, do not hesitate to contact me on 07790766410.
Get in Touch
We are always looking for new ways to exceed our clients expectations.
Feel free to contact us.
9am till 5pm Mon to Thu
9am till 4pm Fridays
Closed Saturday and Sunday
Braintree - 01376 743595
Felixstowe - 01394 775711