Talking a client and her husband through our cashflow model and seeing the relief when they realised that they had more than enough to spend what they wanted in retirement.
Independent Financial Adviser
Fenton Varady
Bournebridge Financial Services Limited
6 Bevis Marks,
London EC3A 7BA.
6 Bevis Marks,
London EC3A 7BA.
My proudest achievement as an adviser was:
The things I love most about my job are:
Providing a great service and watching our clients, year on year feel more comfortable and reassured they are on track to meet their personal goals. Financial clarity is truly an underrated freedom until you achieve it.
The types of people I most enjoy working with are:
I enjoy working with individuals and families who are motivated to take control of their financial future and are open to guidance along the way. It’s rewarding to help people feel more confident and at ease with their decisions, whether they’re building toward a goal, planning for retirement, or going through a big life transition.
At work
I have been working in financial services since 2018.
I focus on building long-term relationships with individuals who value ongoing, personalised financial advice. My role is to understand their goals from investment management and tax strategies to estate planning and wealth transfer. I am a trusted partner, helping clients navigate both opportunities and challenges with confidence, clarity, and care.
At home
Outside of work, I enjoy staying active and spending time outdoors. You’ll often find me at the gym, going on walks, watching or playing football, or out on the golf course for the occasional round when the Great British weather permits.
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