Before founding Vantreo Wealth Management I’d worked in a number of financial institutions including HSBC, AXA and with the last being 7 years at Prudential UK. In that time I have been a multi award winning adviser on service and values.
However, in every adviser’s career a realisation that restricted advice does not lead to better outcomes becomes dominant. Being passionate about client’s futures meant I had to evolve to become an independent financial adviser as I knew this led to the best outcomes. Knowing that you work exclusively for the client and are no longer directed by a large PLC is empowering for myself and my clients, and you truly start to see in colour the range of alternative solutions from an independent lens.
I truly enjoy the work I do in helping clients achieve their savings, estate, retirement or protection goals whilst ensuring that tax efficiencies and service are executed to the highest levels.
Vision were the perfect partner as they too share that client first mindset as well as many values and beliefs to my own, making it the natural partnership.
‘An excellent process from beginning to end that leaves us feeling confident about our financial future’