I have been working in financial services for over 25 years.
I previously worked as an in house adviser at a firm of solicitors before establishing Rainbow Consulting in 2017.
Although a small firm, I offer the same range of services that you would expect from a national firm. I receive paraplanner support from an award-winning paraplanner who is also a chartered financial planner. All of my administrative work is carried out by a fully qualified financial services professionals, ensuring that even simple administrative tasks are handled by highly qualified individuals.
I have invested in digital technology and utilize Intelligent Office to provide support for my clients, offering real-time valuations of client investments.
For my investment approach, I am part of an investment committee alongside 3 other Independent Advice Firms and focus on long term targets not short term gains.
My objective is to provide a personalized service while utilizing up-to-date technology, all while maintaining competitive costs for my clients. Every client interacts exclusively with me—no assistants, no paraplanners, no administrators.
Each client has access to my direct mobile number, ensuring they can contact me directly and receive a reliable service.
