I have been an IFA since 2003, previously working as a mortgage adviser for seven years and previous to that banking for eight years. I have been a director of Financial Concepts from 2005 until the company joined Fairstone in December 2021
I have a wide range of expertise, ranging from pensions and investments, to mortgages and protection as well as specialising in equity release advice. My clients span a wide variety of ages, ranging from 18 to 94. I’ve worked alongside other professionals including accountants and solicitors for many years and view financial advice as the most important area for any individual wanting to ensure the lifestyle they wish to achieve.
I provide a down to earth professional approach with advice presented in layman’s terms. I ensure my clients feel comfortable with my approach, allowing me to help them achieve their financial objectives and to ensure they get the best possible advice for their money.