A Chartered Financial Planner and Fellow of the Personal Finance Society, I am qualified to advise on every aspect of an individual’s finances, including long-term care and equity release.
During my career in the financial services industry, I have performed various roles within banking, insurance, and regulated compliance. The former provided me with a solid foundation to develop organisation and customer service skills and to understand what good client outcomes are. It was my role in regulated compliance, however, where I developed in-depth knowledge and research skills. As I witnessed the benefits of financial planning and how it changes lives for the better, I realised it was something I wanted to become a part of.
I am over the moon to have finally found my vocation. I no longer suffer that feeling of dread on a Sunday evening and enjoy meeting people and helping them plan their future and achieve all they hope for. I help clients with property purchasing, retirement planning, and protecting family or business. This gives them the peace of mind to focus on their family or their business.
If you’re seeking advice on mortgages, pensions, or a complete financial overhaul, I can devise a bespoke financial plan for you. I have achieved additional qualifications in order to provide advice on extraordinarily complex and regulated areas, such as defined benefit pensions, equity release and long-term care. So no matter whether you are starting out or already own complex wealth structures, I am in a position to help you realise your objectives.