I have worked in financial services since the early 1990’s. Firstly within a large insurer before then moving into the independent arm of a bank, then joining a large independent firm. I later became a self employed independent financial adviser, eventually leading to a directors role in a directly authorised firm.
My aim has always been to look after both private clients and small business owners, helping them to achieve their goals. As an adviser I offer advice on Pensions, Investments, Estate Planning, Savings and Protection with the aim of building long term relationships and providing quality advice over the longer term.