I joined ASM Financial Planning in 2002, becoming a shareholding director in 2008. Prior to this I spent 6 years as a financial adviser with Northern Bank Insurance Services based in Belfast advising individual and corporate clients on pension, investment and taxation needs.
I advise private and corporate clients on all area of financial planning which include helping clients with their investments, pensions, protection and Inheritance Tax planning needs. I advise corporate clients on their retirement planning, protection and group protection needs.
As an Independent Financial Adviser, my aim is to work closely with my clients to develop a trusted working partnership. Many relationships are formed over several years and we aim to deliver value for money and quality advice.
