I am an Independent Financial Advisor in Reading and have been in the industry for over 20 years.
I specialise in advising on Investments, Pensions, Pension Transfers, and Inheritance Tax Planning.
Covering Reading, Oxford and the surrounding areas and happy to give face to face advice with a free initial meeting to establish customers needs and requirements.
At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.
I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.
I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.
As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.
