About me
I provide independent and specialist advice to private individuals and companies regarding pension strategies, retirement and succession planning.
Specialisation
Financial Planning
Background/Experience
With over 25 years’ experience dealing with all aspects of pensions and investments, I’ve been with Investec Wealth & Investment (formerly Rensburg Sheppards) for four years. I started my career at Equity & Law (now AXA), moving onto work as specialist pensions adviser with Prudential and, following from that, Scottish Equitable in central London, before moving to Yorkshire. I then provided specialist retirement planning advice whilst working for the Annuity Bureau and a well-known regional accountancy firm.