Chartered Financial Planner
Chartered Financial Planner
I have been working in the financial services sector for 30 years, specialising in personal finance for the last 15.
I offer bespoke advice to clients helping them to maximise their savings, ensuring they fully utilise tax allowances.
This includes the recent changes in pension legislation relating to pension freedom. I also assist clients in protecting their finances against all eventualities, such as term assurance, income protection, critical illness protection and family income benefit.
