I have over 30 years’ experience as a financial adviser and worked alongside an accountancy practice for 20 years, specialising in pensions investments and inheritance tax planning.
I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.
As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.