I have worked as a Financial Adviser in the Surrey area since February 1987. Almost all of this time has been spent being an Independent Financial Adviser (IFA). I worked for various 'Umbrella' network companies before becoming directly authorised with our regulator (Financial Conduct Authority) and establishing my own company (DSN Financial) in July 2015.
The rationale behind the direct authorisation was the need to provide continuity, stability and structure around my clients with no impact from outside factors; such as change of ownership of the 'umbrella' organisation. This allows me to bring a higher level of service and be able to use the 'whole of the market' to research the most suitable solutions for my clients.
I have been in Financial Services since 2003 across the Surrey and Hampshire area. Having started in research as a Paraplanner for both restricted and independent advisers, I qualified as a Chartered Financial Planner in 2008. During this time and in recent years I have advised clients as an Independent Financial Adviser. With DSN Financial, a directly authorised firm and as an Independent Financial Adviser, it allows me the ability to focus on my clients achieving their future objectives by whatever solution is necessary. The journey I embark on with clients is to see their financial planning come to fruition by working together and building a strong relationship over the years, ensuing trust and confidence in each other. After all, this is what this profession is about to me and the satisification that it brings. When not working for my clients I have my wife and three children to keep me busy.