Page 9 - Demo

MY MILESTONES
2005
Financial advisor with a major high street bank
2019
GIFP
2012
Sovereign Wealth Advisory
2011
Executive MBA (Masters of Business Administration)
2018
Alterno
2013
Chartered Financial Planner and fellow of the personal finance society
2015
Sovereign Private Clients
2019 + EVOLUTION
The biggest inspiration behind the business has been my daughter and family values. The Alterno logo represents further growth of the business and my daughter.
Alterno – The growth of what matters family, health and wealth.
solution for you to consider. All advice is confirmed through suitability of advice reports, which help you make better informed financial decisions. Chartered Advisers are often specialist and expert in certain areas.
The true value of using a Chartered and Independent Financial Adviser comes in the confidence you get from the planning process, the understanding of the products you hold and improving financial security.
Clients need to know they're talking to a professional. The idea that financial advice is less about products, and more about clients and their life goals has to be substantiated. People need to gain trust in professional advisers of every kind, and they rely on our knowledge and integrity to help them plan for the future. I believe there is a balance between the commitment we make as advisers to our clients and the commitment
we make to professionalism through upholding ethical standards and deepening our technical knowledge.
Chartered status is evidence of both.
MEET THE ALTERNO TEAM