Greater Portsmouth Area
Chartered Financial Planner advising high net worth individuals and business relationships with regard to complex financial and tax planning strategies. Experience in both personal and corporate market place with over 30 years in the industry. Chartered Financial Planner APFS achieved June 2013. Previous experience with Private Banking, Wealth Management, Personal and Corporate Financial Planning.
Head of Financial Planning TC Financial Planning Limited & TC Group Financial Planning LLP are Appointed Representatives of Vision Independent Financial Planning Ltd which is Authorised & Regulated by the Financial Conduct Authority (FCA). Firm Reference Number 487395. This can be verified by visiting the The Financial Services Register. www.visionifp.co.uk Registered Office: 3 Acorn Business Centre, Northarbour Road, Cosham, Portsmouth, Hampshire, PO8 0TL Tel: 07795 320128 Registered in England & Wales: Registration numbers: 11561419 & OC4270988
Fidelius Wealth Management is committed to providing professional, transparent services that our clients feel represent value for money. We work in partnership with every one of our clients, building lasting relationships that enable them to have trust and confidence in everything we do. We believe quality service and innovation are equally important, so our business is continually developing to make sure we stay at the forefront of the wealth management industry. Our service is based on building a through understanding of your values and goals and only then providing you with impartial bespoke financial solutions.
Providing a full financial planning service to high net worth individuals, with recommendations from Scottish Widows and outside providers. Develop harmonious and co-operative relationships with key contacts within Lloyds Corporate & Commercial Division. Responsible for ten Senior Corporate Management relationships within Lloyds and two Corporate Personal Banking Managers. This generated enquiries from their base of High Net Worth personal banking clients. Advanced Financial Planning Certificate completed – G60, G10, K10, CF9 & AF3 Currently studying for AF5 in April 2013, to complete Chartered Status. Achievements Responsible for the trial and initial implementation within Lloyds Commercial division of the Scottish Widows Direct Sales Financial Planning process. Nominated for Direct Sales Professional of the Year in 2005, short listed to final 4 candidates.
Providing high net worth clients with a specialist personal financial planning service, incorporating a clear understanding of their long-term aspirations and current financial situation. Confidence and knowledge to advise clients regarding complex tax, trust, pension and investment advice whilst also dealing with everyday issues such as insurance and mortgage queries. Working with clients to develop a comprehensive financial plan with an individually tailored strategy, designed to help them achieve their financial aims and ambitions.