Independent Financial Adviser
I am an independent financial planner and have spent the last 15 years providing personalised financial planning solutions to people from all walks of life.
I advise individuals and businesses on all aspects of wealth and financial planning. My specialisms include investment and retirement (pension) planning, IHT planning and life insurance. I have also developed specialisms advising people going through divorce, long term care fee planning and providing specialist investment advice to charitable trusts.
My approach is to work closely with my clients, taking the time to understand each person’s aspirations. I can then use the technical knowledge and tools at my disposal to deliver a plan enabling my clients to achieve those goals.
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