More About Me
and Blue Tulip
Before I started Blue Tulip, I worked in numerous roles in the City and Canary Wharf, working with and learning from some very influential figures in finance.
One thing that really stuck out for me was when I spoke to poeple about who I worked for and what I did, a common reaction was 'I need an adviser don't have enough money or assets to have one'.
Part of the aim for Blue Tulip is to change this misconception, whilst some company's have minimum investment amounts, I don't.
November 2019
Blue Tulip Wealth Management Founded
The ethos of the company is one person looking after all of an individual, family or company assets and mortgages and/or borrowing.
By understanding fully a client's full financial position can allow for the correct advice to be given and going forward, should anything change I am one phone call or email away to make any amendments or give advice.
What To Expect
Professional Guidance
I have been working in finance for many years. Each client is different so the plan for each is bespoke.
To learn more about what I can do for you, contact me today.
I can offer advice on the following:
Pensions
ISAs
IHT solutions
Mortgages
Protection