Financial Planner

• Jan 2021 - Present

Financial Planner

• Mar 2019 - Jan 2021

Financial Planner

• Sep 2018 - Mar 2019

SRLV Financial is a Financial Planning Company established in 2005. We provide independent advice for independent thinkers, servicing clients as unique individuals with unique requirements and creating secure, trusting relationships which last.As a firm, we have achieved the highest status of Chartered Financial Planners, attained by only around6% of all firms. Amongst other honours, we have recently been included in the FT’s list of The UK’s Top 100 Financial Advisers, and many of our individual advisers were singled out for inclusion in VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers.As Financial Planner I am responsible for understanding my clients’ priorities and perspectives and helping to achieve them with carefully curated financial plans. This requires empathetic understanding and strategic financial thinking which I have developed through extensive experience. I specialise in media, music and entertainment, investment and pension planning, in which SRLV has given me room to flourish.At SRLV, we believe that trusting relationships between an adviser and their client are the most important thing. But SRLV looks after the clients by looking after us, providing the corporate stability so we can provide the personal connection. Show less

Paraplanner

• Oct 2016 - Aug 2018

Paraplanner

• Sep 2013 - Oct 2016