I have over 32 years experience covering a broad spectrum of financial advice including private client, corporate and agricultural sectors.
I am a Financial Planner with a particular interest, expertise and experience in: Pension planning including Pension Transfers and Income Drawdown, Investment and estate management as well as Wealth Management.
My aim is to work with my clients to undestand what is important to them, and explain what can be complicated in a simple way. I have additional qualifications in Trusts, Pensions, Equity Release and Long Term Care. I am also a Pension Transfer Specialist who is authorised to conduct occupational pension transfers (including final salary schemes).
