Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
I have been in this business for 27 years and predominantly Advise clients and work with Accountants on Savings, Pensions and Investments. I Advise those wanting to Save for their Retirement; those approaching Retirement and those in Post Retirement, along with the New Pension Freedoms that came into force in April 2015. I also advise on Auto Enrollment Pensions for Employers.
I also Advise on Shareholder Protection and Partnership Protection for businesses to help them achieve an exit or succession strategy for the family. I also Advise on Relevant Life policies for Directors.
I Advise on Family and/or Business Protection; also Mortgage Protection such as Life cover, Critical illness cover and protecting your income in the event of Illness or an accident that prevents you from working.
Vista Financial Management Ltd are Independent Financial Advisers, and are Whole of Market Advisers; and NOT Restricted Advisers.
I like to talk in language that people understand without all the technical jargon that's about; i draw pictures rather than use the laptop to offer a friendly professional service proposition, with many satisfied clients. If you like the way i conduct myself; then leave a review and tell others............ Kind regards to all who view me. Alan
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