Biography / Experience
Fina qualified as a Financial Adviser in 2008 following a successful career in Retail Banking from 2001. She worked for major high street banks both as a Commercial Financial Advisor and later as a Personal Wealth Advisor. In 2015, she moved out of the Tied Advisory space to become an Independent Financial Advisor. Fina delights in helping businesses and private clients in all aspects of financial planning.
Qualifications
Fina is currently working towards Chartered Financial Planner status to enhance her existing DipPFS qualifications in financial services. She holds a BA Hons Degree in Media & Communications and a Post Graduate Diploma (PGD) in E-Commerce.
Fina says
“Financial planning is something we all need and relate to yet it’s an area often neglected. Having the right plans in place can make a real difference to help fulfil long-term goals and maintain financial security.”
Expertise
Fina specialises in helping private clients and business owners make the most of their financial arrangements. These include:
- Business and Personal Protection such as Life or Critical Illness cover including Relevant Life plans; Personal and Executive Income Protection policies and Whole of Life cover.
- Retirement and Pension Planning
- Investments
- Inheritance Tax Planning
- Intergenerational Wealth Planning
- Structuring personal wealth and income tax efficiently (including business exit strategies)
Personal interests
Fina likes to travel and experience new cultures and their local cuisine, often trying to expand her culinary skills. She also enjoys reading, networking, and spending quality time with family and friends.