Chartered Financial Planner
I have worked in financial services since 1989 and have been advising clients since 2012.
My aim is to develop solutions for my clients to meet their objectives. I am delighted to help with any area of financial planning and I specialise in retirement planning (before or after retirement), as well as investment and estate planning.
I enjoy listening to my clients to understand what is important to them and building long term relationships with them based on trust and the ability to have open conversations.
Based in
South East
Covers
Bedfordshire,Berkshire ,Buckinghamshire, Hertfordshire
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