I have worked in financial services for more years than I care to admit to but have spent the last 28 years as an IFA, building and running my own financial services business, initially as part of an accountancy practice.

Having recently sold my business to Fairstone, I am continuing to work with, and provide ongoing service to, my existing clients, as well developing new client opportunities and relationships. Although I specialise in pensions, investments, inheritance tax planning and solutions, I am experienced in all areas of financial planning to satisfy all clients’ needs and objectives.

My approach to clients and their financial services needs is all about service, trust, honesty and integrity. The main focus of my business has always been on building long-term lasting relationships. I am Diploma qualified and am authorised as a pension transfer specialist. I am also one of only a very small number of IFAs in the UK holding a specialist qualification in collaborative family law and pensions and divorce.