I head up the Senior Wealth planning team here at ISIO. Our well qualified and highly experienced team of advisers focus entirely on their clients’ needs and objectives. We aim to make to make to the complex simple, provide clarity, remove any obstacles to ensure that you to reach your personal milestones and achieve your financial goals. Although we look to establish long-term ongoing business relationships, we are also more than happy to provide you with advice on a one-off or ad hoc basis.
Unlike UK taxes, financial planning should be simple. However, it’s said that ‘the devil is in the detail’ and statistics support the view that people, that take advice, are financially better off.
I am a Chartered Financial Planner with nearly forty years’ experience in providing advice to individuals, business owners, senior executives and clients with complex needs.
Just like life, the world of financial planning, is an environment where one never stops learning and change is always around the corner. I will always remain curious.