Full holistic financial advice, in particular protection, retirement planning including ‘at retirement’ options, investments and Inheritance Tax planning.
I am experienced in giving advice in the following areas:
- Retirement Planning
- ‘At retirement’ income options
- Protection planning
- Savings and Investments
- Holistic Financial Planning
I have worked in the financial services industry for over 30 years, and have extensive knowledge and experience in working with clients in order to help them achieve their financial goals. I place the client at the heart of the advice process and ensure that through understanding the client I am able to specifically tailor a solution to meet their needs.
I have spent over 25 years in retail banking of which 14 years were spent as a Branch Manager for The Co-operative Bank in locations throughout the East Midlands. During this period I advised personal customers on their financial and banking arrangements. The part of the role I enjoyed the most was the customer contact and being able to assist people with their financial needs.
As the role changed I was spending less time giving advice, the part that I enjoyed the most and I therefore decided to take a Financial Adviser role with the Co-operative Insurance Society. This gave me invaluable experience of dealing with other aspects of financial advice. Having gained this knowledge and experience of being a Financial Adviser and allied to the experience I acquired during my time in the Bank I feel that I am able to give clients full holistic financial advice.
However, I decided to become an Independent Financial Adviser so that I can give clients best advice by being able to access the whole of market. This is important to me as I feel that being independent enables me to give clients the best solution in order to help them achieve their financial goals.
I believe that listening to what clients want and fully understanding their needs, whilst being open and honest with them, is crucial to being able to provide excellent service and truly giving unbiased best advice.
In joining Investment Sense I know they share my beliefs in providing clients with excellent service and truly best advice.
What do my clients say about me?
“Once again we are very satisfied with the service given to us by Rhys. He is always professional and courteous; he listens to us and offers opinions on how to proceed without being pushy.”
“I was very pleased to have such good advice and personal service at a time of considerable perplexity and confusion about how to proceed with my pension annuity choices. Rhys directed me to the best way forward. I appreciated the assistance given and the reliability of the service given by Rhys and Lindsay and all the staff at Investment Sense. If the occasion arose we would certainly recommend your services to others.”
“I am very grateful to Rhys for all the help he has given me to improve my financial situation. He worked hard to find the appropriate plan and explained all the recommendations thoroughly and carefully. I feel happier now that I have a greater long term financial security”
“Rhys, we would like to thank you for the financial help you recently gave us. Your patience and care in guiding us through the fog and complexities involved with the transfer and amalgamation of our finances has been invaluable. Thank you for being so thorough and giving us confidence. It is truly appreciated”
“Rhys has been very thorough and kept me informed during all stages of my recent pension transfer. I am delighted with the business that he has been able to obtain for me”
“I appreciated the prompt response to all my queries.”
“Thank you for your patience and understanding”
“Rhys always explains things clearly in a way that we are able to fully understand”
“I don”t know what I would have done without the advice that Rhys has given me”
The following qualifications were achieved through the Institute of Financial Services
- UK Financial Services, Regulation & Ethics
- Pension & Retirement Planning
- Financial Protection
- Investment Advice and Knowledge
- Principles of Investment Risk
- Certificate in Mortgage Advice & Planning
- Diploma in Financial Advice
Get in touch with Rhys
|Direct dial||0115 933 8454|
|Mobile||07738 120 291|