I joined the financial services industry in 2008 at the age of 21 as an adviser with CIS Insurance. I have since progressed my career and gained valuable experience and knowledge, becoming an Independent Financial Adviser in 2011.
I specialise in retirement planning and retirement solutions as well as investment advice and family protection. I provide advice and assistance to a wide range of clients, from working families to retirees. I feel that financial advice should be an ongoing benefit for clients as their life and situation changes over time. Trust and competence are the backbone of an adviser/client relationship, which I feel I deliver in a friendly and approachable way.
When I am not helping clients on their journey, I enjoy spending time with my family, and when my daughter allows, golfing and supporting my local football team.