As an Independent Financial Adviser, I make it my mission to help and educate as many people as possible get the most from their finances whether that be saving money, making money or generally sorting through the hassle making things simple and straightforward. I've spent many years building up a wealth of knowledge both advising clients and gaining significant professional qualifications in Fina
ncial Advice including being both a Chartered Financial Planner and Fellow of the Personal Finance Society. Prior to setting up my own business and partnering with Continuum (Financial Services) LLP I worked as a Senior Financial Adviser for Skipton Building Society for almost seven years building up many relationships and advising on a wide range of financial affairs including maximising savings growth, generating incomes from savings/investment pots, giving pre and post retirement Pension Advice and additionally Trust and Inheritance Tax Planning Advice. Prior to Skipton I built up seven years of Banking and Mortgage and Protection Advice experience with HSBC, covering areas within North and East Yorkshire, as well as North Lincolnshire. My aim is to ensure that each and every person I meet is advised at their own pace and everything we agree is tailored to their objectives. This allows everyone I meet to speak openly about their finances, as they understand that anything I provide advice on will be in their best interests – this allows us to build a relationship before committing to taking my advice. Outside of work I have live in the East Riding with my Wife Amanda and 3 young children Alex, Leo and Lucy. Services We Offer:
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments. Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one. Mortgages
Get help with everything from buying your first property, to remortgaging, or funding investment in property. Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you. Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received. Adviser Disclaimer:
Continuum Head Office Address: Falcon House, Eagle Road, Langage, Plymouth, PL7 5JY T: +44(0)345 643 0770 E: [email protected] mycontinuum.co.uk Continuum is a trading name of Continuum (Financial Services) LLP Falcon House, Eagle Road, Langage, Plymouth, PL7 5JY which is authorised and regulated by the Financial Conduct Authority. OC393363. Continuum (Financial Services) LLP is a Limited Liability Partnership.
