I have worked in financial services since 1987 as a personal banker, branch manager and bank designer, before becoming a fully qualified financial adviser. As I have seen financial services from different angles I use my knowledge and experience in providing best and ethical advice, with world class service, to all my clients.
I joined FA Wealth because I was impressed by their level of professionalism, integrity and commitment to service excellence.
I treat each client as I would a friend or family member and their finances as if it was my own. By building longstanding relationships I enjoy not only guiding my clients through their finances but also being proud at meeting their financial aspirations
“I had been meaning to get my pensions sorted out as I had about 6 different ones that I really did not know what was happening with them.
A chance call from FA wealth caught me while I was in a mind to sort it out.
I met Eddie and after a friendly chat at home and what seemed sound advise my pensions all but one were transferred into a better pot to make more of my investment. I was reassured by the fact that I was told one of them was too good to move, so not just after business for the sake of it.
After around 5 years of reviews, we have now sorted my wife’s pensions, got sound advise and put into place a complicated will due to having a disabled daughter this on top of my investment making money without any financial contributions from myself.”
- Graham, November 2019