About me
As the senior paraplanner, I manage the team of paraplanners and administrators, providing help and support. Having spent many years in the industry, I still enjoy the research and get pleasure in helping clients working towards their financial goals.
Background/Experience
I have spent over 35 year in financial services, both as a financial adviser and now as a paraplanner. I have worked for Investec wealth & Investment for over 10 years.
My interests
Reading, travelling and spending time with friends and family.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
- Estate Planning
- Financially coping with life-changing events
- Funding long-term care
- Gifting to family
- Income protection
- Inheritance tax planning
- Investing for income
- Investing for your children's future
- Life-stage planning
- Managing finances after divorce
- Passing on wealth
- Receiving an inheritance
- Retirement planning
- Securing finances in widowhood
- Tax efficiency in retirement
- Tax planning
- Wealth preservation
I'm also an expert in...
Local real ale (not craft!)
