Independent Financial Adviser
Having provided technical support for the best advisers in Shrewsbury for a number of years, then working for a number of the big 4 banks in between, I moved into an advice based role in 2019 and bring a wealth of knowledge, experience and enthusiasm to your plans, looking at the bigger picture. When not doing this, you may find me on my bike, the tennis court or anything active!
Rather than focussing on the product, we will talk about the goals and objectives, creating a financial strategy using the available tax wrappers or products to achieve this, whether it is pensions, investments, trusts or protection. I am also comfortable with business relief, venture capital trusts and structured investments.
My approach is to work together, understanding what’s important about money to you and then thinking about those milestones that take time, money and planning to achieve. When we know this, we then use the products to create a plan to achieve these milestones, keeping them under constant review to bring peace of mind.
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