I am a Chartered Financial Planner and co-founder of Seifert & Dunk. My career in financial services began in 2008 with HSBC. Over the years I have worked with many different clients, providing me with the experience and knowledge that you need to be confident that your finances are in a safe pair of hands.
To me, financial advice is the privilege of getting to know people and being able to apply knowledge to improve their situation. The world of finance can be complex, and my goal is to keep things simple and assist people in planning for their future goals and aspirations.
I provide a broad range of financial advice, but specialise in the areas of retirement planning, investment planning and estate planning.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.