Your Financial Adviser

I have been providing financial advice for over 28 years with 10 years working as a Private Client Manager with HSBC. However, over recent years I had seen a number of changes in the industry and felt that in order to continue to provide a high level of individual service to my clients, I needed to join a professional independent financial planning company, such as Vision.

After researching various companies I felt that Vision had values and standards that were in line with my own. The main focus being on clients, providing a high level of service and advice that is clear and unbiased, tailored to each individual need.