About Us

I attained my Honors degree in Business Management in 2004 and then moved directly into my first role as a Financial Paraplanner where I trained with some of the best Independent Financial Advisers in the industry. By 2005 I qualified as an Independent Financial Adviser following an intensive year’s training. From then I have continued to study and grow my knowledge and experience with my focus on providing bespoke advice tailored to client needs. I have always been determined to remain Independent as I believe this is key to providing tailored advice.

With over 20 years’ experience in Financial Services, I have provided hundreds of clients with tailored financial planning to suit their needs and objectives. I cover a wide range of financial planning areas, from investments and pensions to tax planning including Inheritance Tax. In addition to this I also cover other areas such as protection and mortgage advice, including clients with poor credit history. I work with clients in different ways, sometime providing a holistic approach covering all areas of advice and others who just want to discuss specific goals in one or two areas.

I pride myself on a personal approach where I meet with most clients in person, and this is reflected in the number of recommendations I receive. I take pride in my work and will always work with you to achieve your goals. I do not work to targets as I work for you the client, and not part of a large sales force.