I advise clients on how to maximise the outcomes from their finances, particularly with regards to their pensions and investments.
I moved to Cheshire around 7 years ago following a very successful career in finance in the City of London. I started my career as a private client stockbroker before being a founding director of a fund management business. I have also worked closely with family offices and some of the largest pension funds in the UK. Following my relocation to Cheshire I re-qualified as a financial adviser.
Being a Partner of True Potential Wealth Management means that I can ally my skills and experience with market-leading financial software and innovative solutions. Use of this technology will give you 24/7 access to all of your finances, ensuring that you can track your goals and objectives with ease.
Whatever your financial goals or objectives are, please get in touch to discuss how I may be able to assist you. Initial consultations are held at my expense and without any obligation. I offer meetings in person and online, dependent on what suits you best.