Throughout her career, she has focused on helping clients make informed financial decisions and gain confidence in their financial future.
She holds the CISI Level 6 Pension Transfers and Planning Advice qualification, the Diploma in Investment Planning, the CF8 Certificate in Long Term Care and the ER1 Certificate in Equity Release. This breadth of expertise enables Rhian to support clients across a wide range of financial planning needs.
Rhian is passionate about simplifying and demystifying financial advice. She believes clients should feel comfortable, relaxed and fully informed throughout the planning process, with a clear understanding of how their plans support their goals. What she enjoys most about her role is meeting people from all walks of life and hearing the unique stories and experiences that shape their financial journeys.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.