I have joined Vision following a career of 22 years in financial services, 20 of those years spent giving advice to personal and commercial clients of Lloyds Banking Group. I spent 12 years in the Lloyds Corporate and Commercial division and 5 years looking after Private Banking in Winchester helping high net worth clients.
I decided to join Vision so that I could utilise my full range of qualifications and to be able to offer my clients a fully independent and impartial service. I also found that their philosophy and values were totally aligned to me and my business Eighteen Wealth Planning.
Your finances are extremely important. They help to maintain your standard of living and to assist your beneficiaries when you have gone. When you receive advice, especially when relating to your finances, it is vital that sufficient trust has been established prior to any proposals being presented. I am confident that my professionalism and thorough processes will help achieve your trust.
Primarily I help clients to build wealth so that specific goals can be met and to help ensure that financial security is achieved. Other clients want to ensure that the wealth that has been created gets passed to their beneficiaries and loved ones in the most effective way.
I offer a range of financial services and can offer a ‘best of market’ approach, so you can feel confident and reassured about any advice provided.
Should you wish to have an initial conversation, which is complimentary, then please contact me by telephone on 01489 287218 or by email at . I will be delighted to speak with you.
‘Sensible financial advice that had been well thought through with the aim of meeting our financial goals. The advice was delivered in a clear and concise report which was fully explained by our financial adviser. A very professional and friendly service.’