I have been working in the financial services industry for over 30 years holding various positions in that time and providing financial advice to my clients since early 2000.
I have considerable experience in all areas of financial planning including wealth, retirement, and protection advice. I also specialise in corporate financial planning supporting businesses with their employee benefit needs as well as providing advice and guidance to the employee.
I like to establish a close and honest working relationship with both my corporate and individual clients to fully understand their needs and objectives so that I can find the right solution to meet their requirements both now and for the long term.
