About Group Rapport Ltd
The Group Rapport companies specialise in providing both personal and corporate financial advice to business owners and other individuals of high net worth.
Under the one roof, we offer a comprehensive range of services – investment, tax planning, employee benefit schemes and wealth management – provided with a friendly, consultative approach.
Whichever of our group businesses you deal with, you will benefit from our unique ethos based on an in-depth understanding of your needs, objectives and concerns, together with an intimate knowledge of investments, taxation and financial and HR legislation.
Our Employee Benefits firm ‘Company Rapport’ has been awarded and shortlisted for the following prestigious accolades:
‘Winner’ Corporate Adviser Small Firm of the Year 2010
‘Finalist’ Corporate Adviser Small Firm of the Year 2011
‘Finalist’ Corporate Adviser Best Strategy for Investment Advice on Pensions 2011
‘Finalist’ Corporate Adviser Small Firm of the Year 2012
Experience & Qualifications
Fully qualified to level 4 (the regulatory standard for Financial Advisers) I am currently studying towards Chartered status.
Diploma in Investment Planning (Retail Banking) (DipIP)
Certificate in Mortgage Advice and Practice (CeMAP)
Certificate in Financial Advice (CeFA)
Certificate in Supervising in Financial Environments (CeSRE)
Certificate in Equity Release
Batchelor of Arts History (BA Hons)