Greater Cardiff Area
Fully qualified Regulated adviser providing Financial Advice to clients for Investments, Retirement Planning, Protection. Mortgage professional. Excellent customer service and satisfaction enables me to achieve and succeed business goals. Getting things right first time with high standards.
Specialist services coaching teams of Wealth Managers Nationally
Trusted adviser to new and existing high net worth customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
Managing and leading my team in Retail branches