I am a Chartered financial planner. I have access to the whole of the market for investments, pensions and estate planning and can therefore source the best solutions to meet your objectives.
My expertise is typically helping people in the run up to retirement and helping them once they have decided to retire.
My aim is to work closely with my clients and their families building a long-term trusted relationship based on an understanding of their needs both now and in the future. I’ve learnt that everyone is different with different goals and a “one size fits all” approach does not work in financial planning.
