Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. I have 25 years' experience in the financial services industry, mainly as a financial adviser, but including 5 years as a senior Compliance Technician with a national firm of advisers.
We want to help you create a financial plan that will meet both your life goals, and your personal values. Goal setting is a powerful tool, whether applied to one's professional life, personalaspirations, or personal finances. In fact, goal setting can make the difference between success and failure. We all have financial needs, and finding an affordable solution to meet those needs is an area in which many people seek advice.
Expert Wealth Management will play an active part in the development, promotion and upholding of the Personal Finance Society Code of Ethics. The code sets down the principles which all members shouldfollow in the course of their professional duties. We encourage others to uphold the code to ensure the profession is seen in a positive light.
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