Senior Independent Financial Planner
I am an Independent Financial Adviser specialising in looking after business owners, senior employees and retirees. I also work with those that have accumulated wealth but don’t have the time or experience to invest it well. With more than 15 years’ experience in financial services, I have a wealth of knowledge and pride myself in providing my clients with the service they deserve.
Despite no longer being able to jump, run, catch or pass, I love playing basketball. Making that one special play a game gives me the buzz I need to keep on playing! I also love to watch a boxset with a glass of red wine. When I'm not watching Netflix, you can find me heading to the theatre, the cinema or planning my next holiday.
I like helping people on:
Pensions - I’m approaching retirement
Advice to business owners
Diploma in Financial Planning
Certified Financial Planner
My charging model:
Fixed £ fee