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I am a level 4 Diploma qualified Financial and Mortgage Advisor with over 15 years’ experience of providing holistic financial planning advice for my clients. I am authorised and qualified to provide advice in the following areas: - Mortgages (including Equity Release) - Protection - Retirement Planning (Pensions) - Inheritance Tax & Estate Planning - Savings & Investments
Buckinghamshire
I take pride as a Financial Adviser understanding exactly what you are trying to achieve, complementing this with a depth of knowledge to make you aware of other areas which may be affected, building your knowledge with specialist advice so you can make informed decisions for yourself, family or business. My emphasis is on maintaining a long-term relationship to provide a source of trusted advice as your financial needs evolve over the years.
Cheryl Fisher Financial Adviser
St. James’s Place Weath Management
Platinum Options Ltd
