Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
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.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |