Exminster, England, United Kingdom
A qualified Financial Planner with over 10 years experience in the Financial Services industry. An honest and ethical approach with all dealings. A thorough and precise approach to advice for high net worth individuals and corporate businesses. Has attained specific qualifications in personal financial planning and specialises in advice to the medical and dental sectors. Currently working with Lloyd & Whyte Financial Services, a specialist Advisory firm serving the membership of key affinity groups such as the British Dental Association, British Veterinary Association and the British Chiropractic Association.
Lloyd & Whyte (Financial Services) Ltd is part of the Lloyd & Whyte Group, which spans more than 60 years experience within insurance and financial services. Lloyd & Whyte was founded in Taunton, Somerset, originally arranging insurance within the South West region for individuals and local businesses. Lloyd & Whyte have been awarded corporate Chartered Financial Planner status by the Chartered Insurance Institute. We support several key affinity groups with financial advice services for their members. I am a member of the Personal Finance Society and The Chartered Insurance Institute and offer a full range of advice with specialist knowledge in NHS and Dentistry pension planning. My specific key roles include: Helping clients identify their goals and build a financial plan Delivering individual client focused strategies to meet their financial goals and aspirations in line with their appetite for risk Conduct lectures & presentations to businesses and conferences Working with professional firms such as accountants and Solicitors to provide a rounded end to end financial management service to mutual clients