Chartered Financial Planner
Chartered Financial Planner
I have developed a steady career in Financial Services over the last 22 years, winning a number of individual professional awards and working alongside the Personal Finance Society.
Being a Wealth Planning I provide Financial Planning advice across investments, protection, estate planning along with specialising in pre and post retirement.
It is important for me to build a trusting relationship with clients and their families over the long term, providing education and an excellent service in order to achieve good client outcomes.
Based in
South East
Covers
Hampshire, Berkshire, Surrey
