Louis specialises in providing clients with comprehensive solutions over the different phases of a financial planning lifetime. He believes in using cash flow modelling to set the foundations for providing advice on building up assets, retirement income, and inheritance tax planning. His approaches ensure the client’s financial goals are front and centre to their planning journey.
Louis has worked in the financial service industry for 20 years, where he has progressed from customer services to paraplanning, and now works as an adviser. This path has instilled in Louis the importance of the client experience in relation to their financial planning.
Louis holds a Diploma in Regulated Financial Planning and has achieved Chartered status.
Louis lives in Hertfordshire with his wife and two daughters. Outside work, he spends time with his family and, after years of playing football, he now plays golf at his local club.