Senior Chartered Financial Adviser
I am originally from Epsom but now call Brighton home. I have been advising since 2011, and am both qualified as a Chartered Financial Adviser and hold the title Fellow of the Personal Finance Society.
I believe that good financial planning can provide you with opportunities that you may otherwise never have, so taking the time to understand your goals is incredibly important. Once we know what you want to achieve, we can work closely to try and ensure your vision becomes a reality. I have a broad range of clients, and they typically all want to plan for a more financially comfortable future.
I live by the sea so when the weather is nice I am often out swimming (even in the winter!) or on my paddleboard. I enjoy travelling and more recent holidays have taken me to Central and South America. I have also worked as a ski guide and used to teach scuba diving - just in case you need any tips!
I like helping people on:
Pensions - Approaching retirement
Pensions – Retired
Socially responsible investing
Chartered Financial Planner
Fellow of Personal Finance Society
My charging model:
Fixed £ fee