Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
Independent Financial Adviser
Independent Financial Adviser
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.
Based in
Yorkshire
Covers
Bradford, Harrogate, Huddersfield, York
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |