Liam is a determined, initiative-taking individual committed to his client’s interests with proven experience in identifying client’s needs and a proven history of providing high quality holistic financial planning advice and solutions that is bespoke to his client’s individual needs.
Decidedly principled, Liam is a keen advocate of collaboration who has a positive outlook and has a natural ability to interact with people at all levels.
Liam is a qualified financial adviser who has built up a client bank of both personal and business client’s over the years through recommendations from existing clients and professional connections.
His aim is to help his clients plan for their future considering the expected and indeed the unexpected by advising them on pensions, investments on a personal and business level. This includes helping his client’s build effective, efficient retirement plans, looking after their savings and investments, and endeavouring to ensure that if the worst happens health wise these plans are not disrupted and are protected as much as is possible.
Much of his career was spent with HSBC, NatWest and Barclays Wealth advising high net worth clients, business owners and corporate clients.
Outside of work, Liam enjoys live music, cinema, football, travelling and socialising.