Helping clients make smart financial choices. Every client is unique, so I aim to create a bespoke strategy based on the client’s individual goals and aspirations.
Independent Financial Adviser with 15 years of experience in providing financial advice to both individuals and companies. I help clients design and implement long-term strategic financial plans.
You will benefit from expert advice in the areas of
- Personal protection (Life, Critical Illness, and Income Protection)
- Pension’s advice and retirement planning
- Wealth management and Sustainable Investments
- Estate and Legacy Planning
- Auto-enrolment
- Employee benefits
- Business continuity and succession planning
My clients tell me that the advice they receive assists them in making smart financial choices and adds value to their lives and businesses.