I have over 10 years’ experience of working in the financial advice industry, with over 8 years as a financial adviser. I now specialise in providing advice to private wealth clients.
I am able to provide advice on pensions, investments, protection and estate/inheritance tax planning needs.
My aim is to provide clients with a long-term holistic financial plan, as well as considering short-term requirements, taking into account family members and intergenerational planning needs. It is important to me to establish long-lasting relationships with clients.
