About me

I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner.

I specialise in personal tax planning, estate planning and retirement planning.

Background/Experience

I have worked in the finance industry for over 14 years, have been a Personal Adviser, Business Manager and Financial Planner.

Qualifications

Diploma qualified.
Long term care qualified.
Currently working towards chartered status.