Company Director and Independent Financial Adviser
I have been an adviser for over 20 years and love being able to provide financial solutions that meet my client’s specific requirements. I am always striving for excellence in my vocation and attend many professional development days.
I am a pension transfer specialist as well as an equity release and long-term care specialist which helps me to provide for the varying needs of my clients.
I have a fantastic support team which allows me to be free to meet and enhance client relationships. Our paraplanners assist me with research and report writing and our administrators ensure all client requests are processed smoothly.
I have worked in the financial services industry sector for over 5 years and at Abacus I am responsible for liaising with the Advisers and Introducers regarding new and existing business enquiries, speaking with clients to keep them up to date with their cases and organising the paraplanning team workload to ensure the operation runs smoothly.
The Paraplanning team have a broad range of experience from mortgages and protection, complex tax planning, comprehensive pension planning and a vast array of investment planning. Our goal is to ensure our clients receive the best possible outcome.
I joined Abacus at the start of 2019 after discovering my love of financial services. Abacus has given me the opportunity to strengthen my knowledge of financial services products as well as gain industry-specific qualifications.
I organise the Admin Team workload, communicating with clients and product providers to ensure smooth completion of work. The administration team members have a wide range of financial services administration experience, and they work together to deliver a timely service which has great customer service at its heart.