With more than 20 years experience in the financial services industry, I have achieved Chartered status and built up a loyal client portfolio, providing professional and unbiased Independent Financial advice.
I’m here to help you make the most of the wealth you’ve worked hard for and to realise your dreams not only for today, but in the future too. During our initial meeting I will listen to your concerns, as well as your goals and discuss potential solutions with you. It is my aim to understand you as best as I can so that you can be confident our solution is the best to help you achieve your goals.
I understand that emotions also play a large part in financial decisions and wealth planning, so I am here to help alleviate any market concerns you may have and navigate you through the not so good times, as well as the good. I believe it is my job to help you attain your financial goals.
Financial Services Qualifications
Advanced Diploma in Financial Services
AF1 Advanced Personal Tax and Trust Planning
AF3 Advanced Pension Planning
AF4 Advanced Investment Planning
AF5 Advanced Financial Planning Process
CF7 Lifetime Mortgages
JO5 Pension Income Options
JO6 Investment Principles, Market and Environment
MAQ Mortgage Advice
RO1 Financial Services Regulation and Ethics
RO3 Personal Taxation
HR1 Home Revision Plan
R05 Financial Protection
Certificate in Financial planning CF1, CF3, CF4, CF5, CF6, CF9, FP1, FP2
CF8 Long Term Care insurance