I have over 30 years’ experience as a financial planner, working with individuals and families from all walks of life.
I believe in a holistic approach to planning and have particular expertise in portfolio management, and all aspects of retirement planning with the benefit of 30 years practical experience with clients.
I am privileged to be able to build highly personal long- term relationships with my clients (in many cases over 25 years), by combining passion, expertise and experience to create life changing insights, understanding and security for my clients.
