Independent Financial Adviser
I have over 30 years’ experience as a financial adviser and wealth manager, specialising in retirement planning, pensions and investment.
At the heart of my role is providing clear, tailored advice that helps clients make informed, confident financial decisions. I take a ‘wealth management’ approach, providing ongoing, holistic advice that brings together investment strategy, tax efficiency, and long-term stewardship of clients’ financial affairs.
My focus is retirement planning and cashflow modelling, helping people see what’s possible with their money and turning “I’m not sure” into a clear, confident plan.
I keep things simple, honest and jargon-free, creating a space where clients feel understood, in control, and able to make choices that genuinely reflect what matters most to them.
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