Attitude with altitude – analogue by birth, digital by life. Twenty years RAF Regiment, now war disability pensioner and provider of financial services.
Sometimes in pretty good shape, other times not, you gotta live sometimes. I’m actually not funny – I’m grumpy, but people think I’m joking.
The love-child of Brilliance and Achievement (justifiably disowned at birth).
“Helping clients who don’t understand investing. In five minutes, we’ll deliver you an understandable yet sophisticated, highly affordable investment portfolio. We do not use opaque fee structures, expensive fund managers or complex financial instruments. By democratising financial advice, we make digital investing simple, accessible and affordable for anyone”.
“I’ve walked more than a mile or two in your boots. Now in civvy street and indispensable to your financial well being, I’m a specialist Independent Financial Adviser, carving out an unimpeachable reputation for addressing the insurance, investment and retirement planning needs for serving and retired military professionals.”
Can I help? Let’s talk.
Somewhere honest where your prejudice against me can be confirmed before you get in touch. Formerly a Corporal in the Royal Air Force Regiment, now a war disability pensioner and Independent Financial Adviser located in the East Midlands. Founder of a number of (frankly) vanilla, run of the mill financial services brands, primarily Echelon Wealthcare and most recently, the groundbreaking Robo-advice, www.fiveraday.co.uk. Works with social and charitable organisations, and numerous private clients trying to do the right thing. Sometimes, gets it right.
To keep the regulator happy, my insurers happy, and Ray (who’s the chap who makes sure I’m fully compliant) happy, nothing on the site should be construed as financial advice, a motivation, incentive or inducement to act in a particular way. If you want a personal recommendation, take financial advice that is authorised and regulated. If your intended adviser isn’t on the FCA Register, steer clear of them (here, for instance, you’ll find me on it). Inclusion on the Register isn’t itself a sign of quality. DVLA may have a record of you having passed a driving test but it still doesn’t mean you’re a good driver.
I’d be a liar if I said I didn’t like the idea of you paying me for helping you. I’m in business to do business, after all. Contact me (top right) if you think I can help.
I now run my own company so I’m free to charge fairly, clearly and upfront. Read here what I will charge you for financial advice, before you even phone me.
I like the sound of my own voice. Don’t click just yet, but you will soon be able to hear some of my media work and audio blogs here. Lucky you. (I said, ‘don’t click’).
LinkedIn seemed a good idea at the time. Link up with me or whatever it is you do there but I don’t need job offers and working for a bank isn’t my “ideal opportunity”.
Skype is fast becoming an efficient and effective way to do business. So is FaceTime. Contact me (box, top right) if you’d like to chat face to face online.
Experienced ex astronaut, window cleaner, ironman triathlete, poet, RAF Regiment gunner. I know, you believed it right up until the final one. Follow me @RAF_IFA.
Live your life to the full without hurting anyone. An empty glass is the mockery of a full spirit, and a foolish inconsistency is the hobgoblin of little minds.
“We have enumerated our saddles, bridles, tents and tent poles and all manner of sundry items for which His Majesty’s government holds me accountable. Unfortunately, the sum of one shilling and ninepence remains unnaccounted for in one infantry battalion’s petty cash and there has been a hideous confusion as to the number of jars of raspberry jam issued to one cavalry regiment. This brings me to my present purpose, which is to request elucidation of my instructions. Am I 1) to train an army of uniformed British clerks for the benefit of the accountant and copy boys in London, or, perchance, 2) to see to it that the forces of Napoleon are driven out of Spain?” Duke of Wellington
Check out my latest brand. Fiver a Day is what’s called ‘robo-advice’ – for clients who don’t understand investing and overlooked by a financial services sector because they (frankly) aren’t ‘valuable’ enough. In five minutes, we’ll deliver an understandable yet sophisticated, highly affordable investment portfolio. No opaque fee structures, expensive fund managers or complex financial instruments. By democratising financial advice, we make investing simple, accessible and affordable for anyone. You’re investing – risk warnings apply.