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  The Coppins
Bath Place Wharf
Maldon
CM9 5GU

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Business Profile

After a long career in the international financial markets I qualified and became an adviser with Frederick Charles Wealth Management. I am now excited to be running my own financial planning consultancy. I will introduce my clients to real Lifestyle Financial Planning with the aim to grow their assets for the long-term, whilst helping them to articulate a vision of their target 'number'.

Additionally, I will continue to support and grow the small business relationships I have already secured, to provide a range of services to help protect their investments and their employees. My overriding passion going forward is to grow a bespoke and niche group of individual clients and SME owner, all of whom should have a clear interest in a long-term holistic plan to find financial independence, peace of mind and security.

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