Choosing a financial planner is a big decision. You need someone you can trust to empower you to achieve financial freedom. Here’s why I believe I can meet your high standards.
As a financial planner, I do things a little differently. It means my focus is entirely on you and what you want to achieve. I put people before products or their wealth, and work with them to determine their biggest ambitions in life, then set them on a clear path to success. To me, there's no better feeling than that.
Hurstwood is an independent firm, which comes with many benefits. Primarily, it means I'm able to source and recommend funds and products from the whole market, rather than a restricted few. It allows me to work truly in your best interest, and find the solutions that are perfectly matched to your needs.
Hurstwood is small and friendly, not corporate and process-driven. You’ll always know who you’re dealing with – and it will only ever be me. It’s a one-on-one, highly personal service that puts you at the centre. I’m here to coach and encourage you into achieving the life you’ve always dreamed of.
With more than 25 years’ experience in financial services, it’s safe to say that I know a lot about the industry! I’ve been involved in all aspects - from admin to paraplanning to consulting, I’m able to take my experience and use it to offer new perspectives. One thing has always been consistent - I believe it should be about your end goals.
I pride myself on doing things properly. That extends from proper financial planning to fair and proper treatment of my clients, all the way through to working strictly in line with compliance and regulations. It’s embedded in my culture, so you can always trust that I’ll do the right thing throughout my service.
Don't just take my word for it! I'm pleased to say I come highly rated and recommended in the profession - just take a look at some of my 5-star reviews from clients on VouchedFor. This is a testament to my professionalism, and evidence of consistently helping people achieve their goals.
Chartered status is the ultimate symbol of professionalism and technical competence.
A Chartered Financial Planner has proven: