Hello fellow POMS.
I have been in Financial Services for over 8 years and worked previously as a Bank Manager and Mortgage Adviser for Alliance & Leicester and a Financial Planner for Natwest Bank. I am now a qualified Financial Planner associated with one of the largest groups of Financial Planners in Australia and an Accredited Mortgage Consultant.
I am able to provide Mortgage advice for people looking to buy or build a home and also guide you through the process. For people with an existing mortgage looking to refinance I can shop around to see if there is a better product available for you. My Mortgage advice service is free as I am paid by the lenders.
As a Financial Planner I specialise in providing UK Pension transfer advice. This is often quite a confusing area for many people which is understandable, so I aim to ensure that you fully understand what consequences are involved whether you transfer or not. My services do not stop after a transfer (if advisable) has been made, I continue to monitor and review your retirement plans with you on a regular basis so as to ensure that they remain on track.
I also advise on Wealth creation (Investment planning, margin lending, savings plans) and Wealth Protection (Life Insurance, Critical illness, Income Protection). Many people are not aware that there are many financial services products that may be tax deductible here in Australia, like Income Protection for example.
My services are personalised and tailored to every individual situation and I offer a free initial consultation at a time and location convenient to you.
If you would like to have a no obligation meeting or even a chat over the phone feel free to contact me.
(Remember failing to plan is planning to fail)