Chartered Financial Planner
I have worked in financial services for over 25 years and have spent the last 19 years working as an Independent Financial Adviser specialising in wealth management and retirement planning.
I am able to advise on all areas of financial planning including pensions, investments, protection and estate planning.
My aim is to work closely with my clients and their families building a long-term trusted relationship based on an understanding of their needs both now and in the future, then working with my clients as these needs change.
Based in
North East
Covers
County Durham, Northumberland, Tyne & Wear
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