I have worked in Financial Services since 1992; as an Independent Financial Adviser since 1998 and been with Myers Davison Ginger Ltd (MDG) since 2003.
I cover all areas of financial planning relevant to achieving your long term goals and specialise in Pensions, Investments and Protection. When applicable, I will involve specialists both within the firm (e.g. Mortgages) and outside, if I feel it would be beneficial to your overall objectives.
Both my own and MDG’s business ethos is about establishing long term client/adviser relationships beneficial to both parties, providing holistic financial planning, in easy to understand language to help them achieve their goals in life. My existing client bank has been built up from scratch and has predominantly expanded via recommendations from satisfied clients.
The initial meeting is offered free of charge and is an opportunity for myself to demonstrate how I work, the service and software available and for both parties to determine if they feel they are compatible.
Please follow the link MDG Financial Planning to access a short video about how MDG Financial Planning works.