I have been helping my clients achieve their financial goals and fulfil their aspirations for over 26 years. I began my career in financial services in 1994 and decided the time was right for me to start my own business in 2009.
My philosophy is not to blind clients with complexities but use jargon-free, easy to understand language which enables them to make informed decisions about their existing and future planning needs.
I am well versed in all areas of financial services from pre and post retirement specialisms, including Defined Benefit transfers, through to Inheritance Tax mitigation, trust planning and investment expertise, ensuring sound and helpful advice that puts the client in control and at the heart of everything I do.
Much of my spare time is taken up with my family, including my 4 children, running them around to their various sporting and social activities. You could say my second job is Dad's Taxi Service! However, I do find time to keep fit and really enjoy attending Kung-Fu classes twice a week.
