Chartered Financial Planner
Since joining the Financial Services industry in 1996, I have gained a depth of knowledge and experience. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, reinforcing my belief that advisers should hold the highest level of qualifications and professional standards. I am recognised as someone who is dependable, competent, and trustworthy.
I hold advanced professional qualifications in taxation, trusts, pensions, investments and holistic financial planning. My specialities include retirement planning, bespoke investment solutions and inheritance tax mitigation. A Chartered financial planner has never been more important due to constant changes in legislation and economic volatility.
Married with children, I live in Bicester, Oxfordshire, and enjoy playing golf.
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