I am a chartered financial planner providing independent advice to individuals approaching retirement, small/medium-sized business owners, and professionals, in particular solicitors and accountants.
I advise individual clients across a range of matters, including pension and investment planning, retirement advice, IHT planning (including trusts) and care fee planning (including assisting attorneys).
I provide an attentive and empathetic approach to client matters, supported by a high level of technical knowledge and the use of cashflow planning software where appropriate.
I hold a range of specialist qualifications allowing me to provide advice in complex areas of financial planning.
