Specialisation

  • Final Salary Pensions
  • Pension Transfer Advice
  • Investment Planning
  • IHT Planning

London

Audley Asset Management,
200 Aldersgate,
London, EC1A 4HD.

I have spent the last 25 years in the financial advice industry working for a number of firms, including large banks and combined financial advisory and accountancy practices. I obtained the necessary qualifications to become a pension transfer specialist 15 years ago and I initially focused on clients in the investment banking industry. However, I have since moved away from this area and now enjoy advising people from all walks of life with their pensions as I find this work more rewarding from a personal perspective. I believe my ability to connect and build trust with our clients helps us to gain a better understanding of what they want to achieve.

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