I have been in the financial services industry for nearly a decade. I provide my clients with smart, straightforward and personalised independent financial advice.
The areas I cover are investments, pensions, protection, estate planning, mortgages and equity release. My clients say they feel comfortable and relaxed with me, enabling them to talk honestly and openly. My clients are happy to have an experienced person listen to their needs and put in place a suitable plan.
My ongoing contact with my clients allows us to ensure the plans remain appropriate and on track, and allows us to set new ones where needed.
