Chartered Financial Planner
Having been an adviser since 1999 I have a wealth of experience and have specialised in providing financial advice to high net worth clients since 2009.
As an independent financial adviser, I am able to advise on all wealth and financial planning areas, including helping clients with their investments, pensions, defined benefit pension transfers, protection and estate planning needs.
I work very closely with my clients and develop long-term trusted relationships with them, which allows me to deliver financial advice of the highest quality.
Based in
North East
Covers
County Durham, Newcastle, Northumberland, Tyne and Wear
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