Tel: 01522 794246
Mobile: 07813 509 599
I’m a fully qualified independent financial advisor with more than 20 years’ experience and knowledge of the Financial Services Industry – I’m not tied to one financial provider or set of products. For your further reassurance, I’m a member of the relevant professional bodies and am fully regulated and compliant with current legislation.
In my career I’ve gained experience in providing advice in all aspects of financial planning. I like to take a holistic financial approach, looking at the whole picture, not just adopting a ‘one size fits all’ approach. I value long term client relationships because this works best for my clients, and allows me to tailor my service as my clients’ needs change over time.
And last but not least, I’m friendly and approachable. I always make sure I explain everything fully, and I welcome questions – it’s a two way exchange of ideas and information. I want to do the best for my clients, and I’m delighted that so many of them stay with me long term.
Inheritance tax planning - more details
Savings and investment advice - more details
Retirement planning - more details
Safeguarding you and your family – insurance - more details
Trust and estate planning - more details
Pension advice for employers - more details
Retirement planning for business owners - more details
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