Fisher Financial Management Ltd
I have been in financial services for over 20 years and set up my own financial planning practice in 2008 as an Associate Partner Practice of St. James’s Place Wealth Management. During that period I have provided holistic financial advice to business owners and their families, to help them with pensions and retirement planning, investment planning, inheritance tax and protection planning. Working alongside many dental laboratory owners and Clinical Dental Technicians over the years has given me a strong understanding of the challenges and opportunities available to them. I am a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS).
My role is to help clients to create the financial future that they want, allowing them to concentrate on their businesses and families in the knowledge that their financial planning needs are in good hands. With regular client reviews, we can keep up to date with any changes to personal, financial and family situations to keep the planning relevant, personalised and up to date.
Main contact details: Gary Fisher
Telephone number: 0114 220 2220 / 07767 213406
Email address: firstname.lastname@example.org