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.
Admin Team Leader
I joined Abacus in 2019 as an Administrator and now manage the Admin Team. Working at 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.
Since qualifying as a Financial Adviser in 1997, I have been helping individuals, families, and businesses to achieve their lifelong goals by providing carefully considered Independent Financial Advice, tailored to each client whatever their aspirations are.
I also appreciate that we all experience changes throughout our lives and feel it is important to meet regularly with clients to review their plans and ensure we incorporate any developments in legislation and tax law.
I aim to listen carefully and understand your needs, whether you are starting out with your financial plans, or working to secure your retirement plans, whilst delivering an excellent and valuable service.