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Gem Durham

FPC 1,2 & 3, MAQ, CF2, CF9, CF7, G60

Whether you are an individual or a business client, I like to start by gaining an understanding of your overall goals and ambitions.  There is an enormous number of financial products out there and my intention is always to give a bespoke service to suit your unique circumstances and aspirations.  

Your plan will change as life events take place, or changes in the market place occur, and we will be there to adapt your financial plan to your changing circumstances.

Whilst I can help you with most aspects of financial planning (and if there is anything I can’t do one of my colleagues at Obsidian will be able to assist), my particular area of expertise is pension planning.  I can guide you through the process of starting your first pension or pension scheme, or work with you during difficult times such as divorce. My expertise and knowledge of the financial market can also help when it comes to more complex issues, such as consolidating existing benefits or self-investing via SIPP or SSAS.

In our current economic climate effective retirement planning is becoming an ever more complex issue.  My purpose is to work with you to help you make informed and appropriate choices, the best decisions for you, and to continue to work with you both before and after retirement to help you make the most of your money.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

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