I have worked within the Financial Services Industry since 1986, working with large financial institutions, obtaining a wealth of knowledge and expertise in personal financial planning. I achieved a Diploma in Financial Services in 2011.
As an Independent Financial Adviser my aim is to develop a close working relationship with clients, obtain a clear understanding of what their financial aims are, helping to achieve their goals and, by providing a professional ongoing service, adapt plans to changes in personal circumstances and objectives.
