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.