Location

London EC2R 7BP
United Kingdom
51° 31' 1.0128" N, 0° 5' 17.2104" W
GB
Independent Financial Adviser
DipPFS
0203 941 6491

I have 40 years experience in financial services, with 20 years as an independent financial adviser following a similar period working for a number of insurance companies. 

I offer bespoke, unbiased financial advice to individuals for a wide range of financial planning requirements. I most often advise those who are near, at, or in retirement, but I also have a number of clients who are working and saving for their future. I am able to offer advice on pension funds, ISAs and other savings vehicles, and helping to identify ways to secure a good level of income that can last throughout life. Inheritance tax planning also forms an increasing interest for those seeking advice and an area that I am more than capable to advise on.  I also work with my colleagues to provide advice on funding long term care and release of capital from their home. 

Increased choice gives the opportunity for people to use their money to provide the best possible retirement however this can often create more confusion. My aim is to help my clients understand their options and prioritise their financial objectives with the aim to provide financial peace of mind, which in my view is an important part of an enjoyable retirement.