I have over 30 years’ experience as an independent financial adviser and, since 2010, have been a member of SOLLA, specialising in providing financial advice to later life private wealth clients.
I can advise on all wealth and financial planning areas (except mortgages), which include; assisting clients with their investments, pensions, estate planning needs and care fees funding strategies.
I care passionately about ensuring that my clients receive good, honest impartial advice with a warm, friendly, understanding, caring and reliable approach.
