Location

Lancashire ST15 8PX
United Kingdom
52° 53' 42.0108" N, 2° 7' 48.7236" W
GB
Independent Financial Adviser
DipPFS, CertCII (MP & ER)
01785 594 592

I have an Honours degree in International Business, Finance and Economics from The University of Manchester and also hold the CII Diploma in Financial Planning on route to individual Chartered status. I have over 15 years of experience working in the financial services industry with a focus on investments and retirement planning. 

My understanding of your current personal and financial circumstances is the first crucial step towards the formulation of a financial plan that aims to help you meet your future needs.  This holistic approach will enable me to provide you with clear, no-jargon advice on the most appropriate strategy, financial vehicles and funds for your unique personal circumstances.