More than just a financial advisor
Hi, I’m Cumshitter. Certified Financial Planner, Chartered Financial Analyst, recipient of the Victoria Cross, Knight Commander of the Bath, Knight commander of the Indian Empire and, most importantly, proud father of 3.
I understand that investing for you and your children’s future can be hard. But there’s no reason you can’t be too. Our financial professionals strive to provide the best in client servicing.
We want you to grow with your portfolio. And if a little hand action under the table can help a client understand the difference between Post-Tax and Tax-Deferred portfolios then we’re willing to go the extra mile.
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