I am a Certified financial planner who is advising in particular small business owners, professionals and private wealth clients on a range of matters involving pensions, investments and IHT solutions.
I strongly believe in providing exceptional client service and comprehensive holistic financial advice to all my clients. I specialise in pension planning, investment planning, estate planning and protecting income, family, and lifestyle.
My approach will be to understand and listen to my client’s objectives, priorities and needs so I can provide a financial plan tailored to their circumstances. I look to build long term relationships with my clients and to also achieve financial security for them, taking into account short, medium and long term goals.
