I am an independent financial adviser and pension transfer specialist. I help a wide range of professionals on a wide range of financial planning matters involving pensions, investments and IHT solutions.
I have over 25 years’ experience in financial planning. Prior to my time with Fairstone, I worked for a national financial planning firm and prior to that, for a major UK bank specialising in helping HNW individuals with complex planning needs. I’ve become a pensions specialist through my career and have advanced pension qualifications. I think of my input as holistic which means financial planning solutions are highly personalised, comprehensive, and robust yet flexible at the same time.
My aim is to fully understand each client’s individual circumstances, opinions, attitudes, and objectives. I see myself as someone who is approachable, genuinely proactive, and easy to deal with.