I've been an adviser now for 42 years - in that time I've experienced many ups and downs in the investment markets and numerous changes to the world of financial advice. My years of experience have covered all areas of advice, so I have a unique perspective when discussing options with clients. Whether you would like to consider investing, discuss your pension or protection arrangements, or focus on estate planning and handing a legacy onto your family, I can most certainly help!
With four children and six grandchildren of my own, I know how important it is to stay organised and make sure everyone is well cared for. In my spare time, I enjoy singing in a barbershop group called the Sussex Harmonisers.
I like helping people on:
Pensions - Approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee