FCA Number: RLG00010
Rod has a wealth of experience as a Financial Adviser with a number of well-known financial institutions including Royal London, Prudential Assurance and Pearl Assurance and more recently as an Independent Financial Adviser specialising in investments, Personal Pension Planning and reviews.
He delivers a full financial planning service to both new and existing customers throughout North Wales, Cheshire and the Wirral with a focus on building long standing customer relationships.
Rod offers a no-obligation initial consultation meeting to establish your current situation and to see if he can help you to protect your family and make the most of your hard-earned savings!
North Wales, Cheshire and The Wirral
Holistic financial planning
Establishing and reviewing trusts
Complete personal risk management planning
Short and long-term savings and investments
Company schemes, including Workplace Pensions
Consolidation of plans i.e. pension transfers or pension switches
Personal protection as well as business protection i.e. Life Cover and Critical Illness Cover