I have devoted my working life, now spanning in excess of 20 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised High Street banks, gaining numerous qualifications, including the diploma for Financial Planning.
In 2012 I saw that I could provide clients with a better service and the best possible advice by setting up my own Practice, becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now, as the Principal of MH Financial Planning, I promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I can offer.
The overall aim of our Practice is to help all those wishing to secure their financial future, whether the priority is to:-
- Preserve and build wealth
- Gain financial protection against risk
- Inheritance Tax planning
- Pension planning and Annuity Advice