Independent Financial Adviser
I have been involved within the Financial Services sector since 2011.
Committed to holistic financial planning, my goal is to help people meet their objectives; whether that be saving money on tax, making the most of their money in retirement, or seeing their children and grandchildren enjoy the money in their lifetime.
I specialise in Inheritance Tax and estate planning, as well as investment planning and pension planning. I believe the most rewarding thing about my job is seeing clients achieve peace of mind, safe in the knowledge that their finances are being looked after. I am also a member of the Society for Trust and Estate Practitioners (STEP).
"*" indicates required fields
