I help my clients achieve their financial goals advising in the areas of Investments, Retirement Planning, Inheritance Tax and Protection. I build and implement a plan which focuses on achieving the client's financial objectives and review the plan regularly to ensure it remains on track. I am a family orientated person and have a passion for wealth succession and the part of my role I enjoy the most is helping different generations of family’s with their financial planning. I also regularly work alongside a clients' other professional advisers such as accountants and solicitors to make sure all aspects of their finances are dealt with seamlessly.
I have over 18 years of experience advising clients on all aspects of financial planning. I am a member of the Chartered Insurance Institute and Personal Finance Society and hold a Diploma in Financial Planning.
Family is everything to me and I enjoy my spare time by running after my two daughters who seem to have a busier social life than me. When I do find time for myself I enjoy travel, running, rowing and also have a keen interest in yoga.
My areas of expertise
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