I am an independent financial advisor based in Talbot Green and have worked within the advice industry since 2013, following an eventful few years serving in the British Army.
I provide financial advice across the full range of investments, pensions, life insurance and critical illness plans.
Building trusting, long-lasting client relationships is what I pride myself on and I continue to prove to existing and new clients that I am dedicated to achieving the best outcome for them all.
There are several subtle differences that clients of Truly PC should be aware of including the advanced use of a streamlined and integrated investment platform called VERO and the use of advanced communication technology such as video conferencing and electronic signature functionality.
Truly PC is committed to making investing simple and transparent. Amongst other things, the industry-leading technology that we employ gives you 24/7 access to your secure account, enabling you to track and manage your investments as well as make additional contributions whenever you wish using the ImpulseSave® technology available through our VERO App.
If you want to modernise your financial affairs, please get in touch.