I am an Independent Financial Planner advising professional and retired clients on a range of matters involving pensions, investments and IHT solutions.
For almost 3 decades I have been a financial adviser and so a wealth of experience in dealing with high-net-worth clients. This has given me a unique ability to understand the demands, pressures, and life of my clients, enabling me to provide expert financial advice tailored to each client’s specific circumstances.
My purpose is to give clients peace of mind (making the most of their time and hard-earned money), while they focus on living their life to the full.
