Financial Planning Consultant DipFA in Manchester
As a qualified financial planner based in Manchester, my primary commitment is to empower clients in achieving their financial aspirations through meticulous and strategic planning. My expertise lies in crafting personalized financial plans that resonate with the unique needs of each client, ensuring a path to financial security and success. With a specific dedication to delivering exceptional customer outcomes, I am devoted to guiding clients towards realizing their goals by fostering financial growth and stability in every step of their journey.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
As a dedicated financial planner, my main objective lies in empowering clients to realize their financial aspirations. With a steadfast devotion to their success, I employ a personalized approach to navigate the complexities of financial planning. My ambition is not just to meet expectations, but to exceed them, striving for excellence in every facet of my professional journey.
Outside the office, I cherish the moments spent with family, which serve as the cornerstone of my personal life. Travelling, especially to the culturally rich landscapes of Japan, provides me with a broader perspective that enriches my professional acumen. Additionally, I find solace and inspiration in the world of cinema, which complements my passion for exploration and storytelling.
This blend of professional dedication and personal interests shapes my holistic approach to life and work, where each client's goal becomes a shared journey towards financial success.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 21 August 2024.
