Chartered Financial Planner
I began my career in financial services in the mid-1990s and have built my experience across decades of changing markets, evolving regulation and shifting client needs. That depth of experience allows me to guide clients with confidence, clarity and perspective – whatever the economic climate.
I specialise in pensions, investments, equity release and long-term care planning, helping individuals and families make well-informed decisions at every stage of life. Whether building wealth for the future, planning for retirement, accessing property wealth responsibly, or navigating later-life care funding; my advice is always tailored, practical and aligned to each clients circumstances. As a SOLLA Accredited Adviser (Society of Later Life Advisers), I have demonstrated specialist knowledge in later-life financial planning, particularly in areas such as long-term care and vulnerable client support. This accreditation reflects my commitment to the highest professional standards and to providing trusted advice when it matters most.
Above all, I am passionate about empowering my clients to feel informed, confident and in control of their financial future.
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