Truly Independent
Just Honest Financial Advice for Your Future
Services
Savings and Investing
Achieve financial success with tax-efficient strategies and well-diversified, actively managed portfolios tailored to your goals.
Pensions/Retirement planning
Maximise your pension savings with expert guidance, ensuring tax efficiency and regulatory compliance.
Insurance
Secure your future with tailored, cost-effective insurance solutions for life, health, and assets.
Financial reviews/Cashflow Planning
Gain clarity on your financial future with personalised planning and expert cash flow modelling.
About Me
Trusted, FCA-Approved Adviser with Official UK Qualifications – Based in the City of London & St John’s Wood
Whether you’re planning for retirement, saving for your child’s education, or seeking to protect and grow your wealth, I am here to guide you every step of the way. My approach is always client-first, focusing on simplifying complex financial matters and providing clear advice.
Contact
Your initial consultation is completely free! Before booking, please feel free to share your needs or concerns. We’ll provide tailored support to ensure you receive the best possible advice.
Financial Initiatives Ltd (FCA no. 935269) is an appointed representative of Lathe & Co Wealth Advisors Ltd (FCA no. 838186), an independent advisory firm, who are authorised and regulated by the Financial Conduct Authority.