Bracknell
Liviu Ratoi
Independent Financial Adviser
Important information
Qualifications
Get to know Liviu
I offer a highly personal service, providing face-to-face advice and tailoring specific financial solutions to your individual needs. My philosophy is to build long-term relationships with you, based on mutual openness and trust.
As circumstances will change over time, I believe it’s important to ensure that financial planning is reviewed on an ongoing basis. So, whether it’s pension and investment planning, protection, or tax planning that’s required, I’ll continually review your financial situation and your goals. Safeguarding your financial interests is at the heart of what I do.
I gain a great deal of satisfaction in helping clients to achieve their goals and ambitions. I also enjoy the excitement of finding solutions to complex problems and situations.
Outside of work
In my spare time, I enjoy skiing, rugby, travelling, and gaming.
