Having lived in Lancaster for 25 years and being a Financial Adviser in the area for over 20 years I am delighted to have joined Burton & Fisher.
Michael, Lee and the rest of the team have made me feel very welcome and the chance to join a local community focused firm was too good an opportunity to miss.
I am especially looking forward to being able to provide independent advice and a financial review opportunity to former clients from my time at Lloyds TSB along with the pleasure of meeting and advising new clients.
I believe that this is an exciting time to work within financial services and the changes in legislation brought about by the FCA’s Retail Distribution Review will hopefully give clients the peace of mind and the confidence to seek independent financial advice when important financial planning is required. Customer service, relationship building, regular reviews and needs based advice have been the most important parts of my job throughout my career and I look forward to continuing to provide this high quality service to clients old and new in the local area.