Independent Financial Adviser
DipFA, CeMAP, CeLTCP, CeRER, & MLIBF
I am the practice Principal at Fresh Approach Financial Planning. My aim is to give you a fresh perspective on your financial planning, help you simplify the process and promote real understanding of financial services.
I have been in the financial services industry since 2004. My career started as a
Bank Manager and I progressed to being a Financial Adviser in 2006. In 2011, I
joined 2plan wealth management and became an Independent Financial Adviser.
I am now trading as Fresh Approach. As a firm we still retain all the support and expertise of the 2plan network, but are now able to promote my own brand values, as well as retaining peace of mind for both clients and our business.
A Local Service, supported by a national brand to give you ‘Safety in Numbers’ for your financial planning.
I hold the Diploma in Financial Advice and also have certifications in mortgage advice, equity release and long term care planning. I continually update my knowledge through regular professional development to ensure that I can give clear and accurate advice at all times.
How I Work With My Clients?
Based in Malvern, Worcestershire, I specialise in Investment and Retirement planning. I am also able to advise on protection planning, long term care, mortgages and equity release.
My aim is to provide a ‘no jargon’ approach which my clients appreciate, all
conducted from my office or the comfort of your own home. I consolidate my advice with a reliable review service that strengthens client relationships and helps build further business via referrals.
Initial appointments are at no cost to you, and there is no obligation to proceed with any of our services.
About 2plan - The back office that helps Fresh Approach.
Launched in July 2007 2plan have grown to become one of the leading firms of Financial Advisers in the UK. 2plan's head office administration, technology and regulatory teams provide dedicated service and support to all our financial advisers and authorised representative firms accross the UK.
2plan advisers act solely in the best interests of their clients at all times. The client experience is paramount, and all advisers and authorised representative firms pride themselves in building long lasting, professional client relationships. 2plan aim to ensure that their clients will always view them as their trusted adviser.
Our guiding principles:
Best advice - providing you with products and services suitable for your needs
Great service - prompt, reliable, friendly; always centred around you
Clear, open communication - so you always know where you stand
Good information - honest and accurate, timely and relevant
Continual improvement - enhancing and updating our service to you
Quality control - identifying failings and putting them right
Checking and monitoring - reviewing information, tracking progress