As the Director of Falcon Wealth Management, I have worked in the Financial Service sector since 2004. My clients include private individuals, cross generational families, professionals and businesses.
Knowledge and experience has been acquired working at a senior level within multiple major financial institutions based in the UK. I set up Falcon Wealth Management as I believe expert and honest Financial Planning advice is difficult to come by. I help people at all stages of life make the most of their money and achieve their financial goals. This could be the difference between not achieving your goals and aspirations or enjoying the amazing and fulfilled retirement you have always dreamed of. I have built Falcon Wealth Management on the premise that people wanted and deserved to be advised transparently and from the heart – ‘putting the client first’ remains a core tenet of the business.
Outside of work, I am married with two young children. We enjoy spending time as a family cooking together, enjoying the outdoors and creating new adventures together.
A Personal Service Choosing a Partner to look after your money is a big decision. That’s why our approach is to focus on building a trusting relationship with you, to understand your goals so that our service is personal from the very start.
At Falcon Wealth Management we don’t have a ‘one size fits all’ approach. Some people require a comprehensive financial plan with ongoing management of their investments and regular meetings at their home. Others need a one-off recommendation on a single topic such as retirement which can be given over the telephone. We can help with both and everything in between. We love working with clients to help them cut through seemingly complex problems to bring simplicity and transparency. It’s essential you understand the advice received and feel equipped to make the right decision.
We firmly believe in the value of building strong long-term relationships with our clients and conduct regular reviews to take account of changing circumstances and customising our advice in line to help keep clients on track to meet their end goals and aspirations. We are dedicated to delivering the highest level of service. This has seen us build long lasting lucrative relationships with clients.
Financial Planning We are a proud Partner Practice of St. James’s Place Wealth Management, an award-winning FTSE 100 company providing holistic financial planning in all areas of Wealth Management, including;
- Retirement Planning
- Investment Planning
- Wealth Protection and;
- Specialist Advice
We bring vast experience of the commercial sector, specifically with large companies and SMEs. At Falcon Wealth Management we have a wide variety of commercial clients whereby we are happy to work alongside your accountants and solicitors. Offering in-depth knowledge of pension schemes to auto-enrolment policies, we can discuss several options with company directors as well as offering advice and information to help businesses become more tax efficient.
For a no obligation initial consultation on how we might be able to help you, speak to us today.
We look forward to working with you and your family.
Your home may be repossessed if you don’t keep up on repayments on your mortgage.