Having now been active in the financial services sector for over 20 years, I am recognised by many as an expert in this field.
As a serious illness survivor my passion and commitment to being peoples "financial doctor" has no limits.
A financial protection specialist who passionately promotes and educates on the need to protect the things that matter most to people. I want everyone to know that my door is always open to talk about your personal & business protection needs.
With a dedication to ensuring that all clients have access to the best advice I will always ensure clients have the time they require to collect and digest all the information they need to make informed choices. I'll support you throughout the protection journey.
With 30 years in Financial Services, my role is to bring specialists together so for the benefit of all clients. We always look for Trusted Partners to work together to help individuals and businesses protect what matters.
Knowing the consequences of not planning your estate wisely, whether that be through Wills or even just Powers of Attorney, it is my aim to ensure that all clients have the chance to discuss their needs and wishes on a personal level.
3 Pillars Financial Planning is a trading style of Protect What Matters Ltd.
Protect What Matters Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 843972
Protect What Matters Ltd is an appointed representative of Trusted Mortgage Advice Limited
which is authorised and regulated by the Financial Conduct Authority.
Country of registration: Scotland, Registration No: SC603816. Trading 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
Copyright © 2019 3 Pillars Financial Planning