Business based in: Rochdale
Email address: firstname.lastname@example.org
Business website: www.frontrowfinancial.co.uk
Phone number: 07557 787253
Expert in Investment, Pension & Protection Planning
Helping you achieve your goals by providing personalised advice based on what’s important to you.
Unique selling points:
I help my clients cut through all the financial jargon to offer straight forward goals based planning and financial advice. The process itself will involve creating a plan of where you want to be as we work together to help you achieve your retirement and/or investment goals. I work with businesses, individuals, and families.
Clients I want:
Clients looking to understand what they have and the options for consolidating various pensions, this can include setting up a new pension plan from scratch as well. Business owners looking to be more tax efficient and want to make the most of their yearly allowances
My expertise: 14+ years working in Financial Services, predominantly working as a Currency Broker at Foremost Currency, now Currencies Direct and then I moved to Lloyds Banking Group. I moved away from Lloyds to start up on my own in 2021 when I set up Front Row Financial Ltd as a Partner Practise of St. James’s Place Wealth Management.
Years in business: 2 years as Director of Front Row Financial Ltd