6 Shelton Road, Bournemouth, Dorset. BH6 5EZ
About
How I operate
Our first meeting is always free and without obligation. We will meet in your home or workplace subject to government pandemic guidelines and rules. Alternatively, our meeting could be via Zoom or Microsoft Teams.
Our meeting will allow me to record your details and discuss your financial goals, explain how I may be able assist you and provide details of my charges. You will also have the opportunity to ask any questions.
You can then decide if you wish to engage me.
About me
I have offered financial advice since 1997, helping clients with their mortgage and investment needs and protecting them when things go wrong. I am qualified to level 4 Diploma and I also have CeMAP and Equity Release qualifications.
My career began with NatWest where I worked for 12 years before moving to Friends Provident and thereafter to an Independent Advisory practice. I then established Mundy Financial Services in 2016.
Outside of work I am a keen swimmer, I enjoy all sorts of music and I play the drums.