I have an analytical background in both Civil Engineering and Economics, this has helped me when working closely with a range of advisers as part of the technical research team. I now use these skills to advise my own clients.
I help my clients with a range of needs including pensions and retirement planning, inheritance tax planning, investments and financial protection. My expertise lies in exploring and explaining a range of options to my clients to help them understand what is best for them and why we are taking a certain approach.
I like to explore my clients’ motivations to help them understand their financial goals so we can put in place a plan which will help them make the most of their finances and give them peace of mind.
