I hold the prestigious CISI “Certified Financial Planner”, CII “Fellow” and ‘Chartered Financial Planner’ titles. I am also an affiliate member of The Society of Trust and Estate Practitioners (STEP) and an associate member of ‘Resolution’ an organisation specialising in Family Law.
I work with Private, Corporate and Trust clients advising on all aspects of Financial Planning. I am uniquely placed to help clients through various life stages and support with succession planning for future generations.
I specialise in Pensions & Inheritance Tax Planning (holding the CII Pension Transfer Specialist qualification) and my ethos is to build strong relationships with clients, local accountants and solicitors to ensure a holistic approach is followed, achieving better outcomes for my clients.
