Podium Financial Limited
Financial Services - Haslemere, England, United Kingdom
Podium Financial Limited Employees
Podium Financial Limited Details
Podium offers a completely independent advice service without restriction or bias. This means that as a fully independent financial advisor, I am able to research the whole of the market, thus ensuring that I'm able to select the most appropriate products and services to meet my client's needs.What drives and motivates me is doing a really good job for my clients. It's therefore imperative that I get to know my clients in detail, so that I can understand what's really important to them. As a result, I can then provide them with financial peace of mind by helping them to achieve their goals and objectives, through clear, well thought out advice and exceptional customer service.I am a fully qualified Chartered Financial Planner, which is widely accepted as the 'gold standard' qualification for professional financial planners and financial advisors in the UK, but continue to look to improve my knowledge and expertise through industry events and formal training, as this helps to ensure that my advice is relevant and up to date.Having been a fully qualified financial advisor since 2002, I feel that I have a wealth of experience in helping clients understand their finances and achieve their personal objectives.I am able to deal with a wide range of issues, including general investment and retirement planning, reviewing the tax efficiency of portfolios and mitigating inheritance tax.
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