Southport Office Telephone: 01704 339567
Liverpool Office Telephone: 0151 227 4792
I have worked in Financial Services since 2005 and became a Financial Adviser in 2008, initially working alongside my mother, Cilla Milford at PWS Financial Consulting in Liverpool.
I am a more hands-on Financial Adviser who deals with clients financial planning needs as well as the administration of client’s accounts to ensure a seamless process for accountability and reliability.
I have embraced new technology to benefit both clients and the environment to reduce paper consumption within the workplace.
Depending on the service proposition you require, the first meeting is free (excludes Hourly Rate Proposition) and an opportunity for each of us to get to know one another. You will not decide during that meeting, but you will leave knowing how I can help and how much it will cost.
I offer a full range of services including investment, retirement, protection and inheritance tax planning. I look after 160 clients with over £20,000,000 of funds under advisement and mainly see clients on face to face basis at least once a year.
Outside of work, I enjoy most sports, particularly football.
I also enjoy travelling and spending time with my family.
Personal Finance Society Qualifications
- Certificate in Financial Planning
- Certificate in Discretionary Investment Management
- Diploma in Financial Planning
London Institute of Banking & Finance Qualifications
- LIBF Level 6 Taxation Trust and Tax Compliance
- LIBF Level 6 Managing Investments (MANI)
- Certificate in Long Term Care and Later Life Planning (CertLTCP)
The Important Stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA).
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).
Our Service Propositions
Nil or initial fees with a maximum cost of £300.00 per product transfer.
1.00% annual fee will determine the level of the service provided.
Annual reviews and meetings are dependent on your level of service proposition.
Initial fees range from 2.50% down to 1.00% on the amount invested.
No ongoing service provided when using the service.
Cost of annual reviews and meetings dependent on the number of tax wrappers.
Hourly Rate Proposition
Initial fees are costed at a rate of £195.00 per hour excluding VAT.
No on-going service provided when using the service.
Annual reviews are costed at a rate of £195.00 per hour with investment into one fund solution.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.