With over 35 years’ experience in financial planning, I specialise in delivering strategic financial planning solutions for individuals and businesses.
My areas of expertise cover retirement planning, investment and savings strategies, Inheritance Tax mitigation, business and personal protection and more specialised investment areas.
I am a Chartered Financial Planner and APFS qualified. I often collaborate with other professionals to ensure my clients benefit from a robust and well-informed planning process. My focus is always on bringing clarity, insight and reassurance, helping clients move forward with confidence and peace of mind.