I am a Chartered financial planner and independent financial adviser with over 35 years experience providing bespoke financial advice to individuals and small business owners.

I advise clients on all aspects of wealth management with a particular emphasis on investment, retirement and inheritance tax planning. I hold advanced qualifications in each of these areas and am also a qualified pension transfer specialist.

I have a wealth of experience and knowledge which I use to ensure that my clients are given the highest level of service, tailored to their individual needs and objectives. I always aim to develop a long term relationship with my clients and provide sound understandable advice.