My career in financial services began in 2004 with a major high street bank and early on I saw my strengths in the advisory arm of the business where I developed a great passion for providing clients with expert advice.
I chose to specialise in helping clients protect themselves and their families as proper financial protection planning is the foundation of any great financial plan. My focus is always on building long term relationships with my clients and assessing their individual, family and company needs to ensure the appropriate protection plans are put in place.
I have a passion for giving authentic expert advice on Income, Health & Life Protection thus ensuring my clients are always informed and aware of the 3 Pillars of protection and how they can protect what matters.
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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