With 30 years in Financial Services I am regarded by many as a key individual in the development of the products that ensure people can protect what matters to them most and now with 3 Pillars Financial Planning I can utilise my extensive experience to deliver a high quality bespoke advice service directly to personal and business clients.
Having been involved in the research into the UK’s Protection Gap it’s evident that too many families and businesses are without the financial protection they need therefore my aim is to educate and give personal advice to all clients so that we can help fill their own Income, Health and Life protection gaps.
I see my role as ensuring everyone can receive honest and personal advice so that they can have the protection in place for when they, their families and their businesses may need it most.
3 Pillars Financial Planning is a trading style of Protect What Matters Ltd.
Protect What Matters Ltd is an appointed representative of Trusted Mortgage Advice Limited which is authorised and regulated by the Financial Conduct Authority.
Protect What Matters Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 843972
Country of registration: Scotland, Registration No: SC603816. Registered address: 242 Baberton Mains Drive, Edinburgh, EH14 3EA.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
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