About me
I provide bespoke independent advice to both individuals and companies across a range of specialist areas including pension and retirement strategies, inheritance tax mitigation, investment solutions and succession planning. I work closely with legal and tax professionals to provide comprehensive advice to new and existing clients.
Specialisation
Financial Planning
Background/Experience
I started my career within a 'Big 4' accountancy practice in Jersey within the personal tax division before relocating to Leeds and becoming a regulated financial adviser in 2008.
Qualifications
I’m a fully qualified financial planner and a member of the Personal Finance Society.