Impartial and friendly personal service offered by a Female Adviser in the Lake District for private clients and businesses. I cover the whole of the UK though, so don't be put off if you're in London! Part of True Bearing which is one of the NW premier financial practices and has just been awarded Chartered Financial Planner Status. All areas of Financial Planning are covered for both private individuals and businesses. A high level of personal service is our standard. We are happy to work for clients on a fee basis or commission, or indeed a mixture of both, whichever suits you the client. Specialist Pension Advice and Ex Pat Services. Clients - Local, All over UK and international.
I have a background in Accountancy and Business and reverted to Financial Planning & Advice about 9years ago. Work in tandem with specialist Discretionary Fund Managers. Appointed as Pension Trustee by the Pensions Ombudsman in 2006. Now carry out work for the media including being one of BBC Radio Cumbia's regular financial advisers.