Southport Office Telephone: 01704 504383
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.
Certificate in Financial Planning, Certificate in Discretionary Investment Management, Diploma in Financial Planning, LIBF Level 6 Taxation Trust and Tax Compliance and LIBF Level 6 Managing Investments (MANI).
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).
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.