I believe that it is important for clients to understand the reasons behind my recommendations and use my 16 years of industry experience to guide clients through their pension and investment needs. I also believe that trust is the most important part of any dealings you will have with an adviser and I pride myself in being able to demonstrate consistently high levels of service to all clients.
I first qualified as a financial adviser in 2002 while working for Norwich Union, now Aviva, in Newcastle. I then moved to Legal & General to provide advice to Northern Rock customers about life insurance, critical illness cover and income protection. Having enjoyed a number of happy years with Legal & General I moved to Halifax in order to provide financial advice to their customers, covering pensions and investments. After a number of years it was apparent that my desire to build lasting relationships with clients and advise them at all stages of their life did not fit with the business model of the bank. As a result I decided to become an Independent Financial Adviser. Since that time I have worked for a number of smaller firms which really value the relationship between adviser and client. I am happy to say that this is a belief echoed by Pearsons & WardFinancial Services.