Having worked in the financial services industry since 2011, I am now a qualified Chartered Financial Planner with over a decade of experience in providing high-quality, holistic financial advice to individuals, business owners and corporates. I specialise in retirement planning, with considerable experience in pension amalgamation, implementing tax-efficient income strategies, and inheritance tax planning. I also advise on:
- SIPP/SSAS pensions investing in commercial property
- Investment portfolio construction
- Group pension schemes
My favourite aspect of my role is creating bespoke financial plans for clients that facilitate wealth creation and protection, and that focus on helping clients achieve their ideal lifestyles.
In my spare time, I enjoy playing football on weekends when I can – injuries permitting. I also enjoy cooking and spending time with family. I have been known to play the occasional game of chess with anybody who is bored enough to take me on!