As a Chartered Financial Planner, I provide incisive financial advice across the full spectrum of financial planning matters, to assist clients in understanding, organising and investing their wealth and develop comprehensive financial plans based on client objectives. I offer proactive advice and reviews to ensure financial plans evolve in line with clients change in circumstances.
I have a particular focus on retirement planning both accumulation and decumulation and support both individual and business clients to navigate the complexities of UK pension schemes, with considerable experience in the SIPP and SSAS markets.
I also work in close collaboration with solicitors to identify advice opportunities in the pension and divorce market. In addition I work with accountants to identify advice issues and opportunities for their clientele in relation to changes to pension legislation.
Outside of work, I am an avid golfer and member at Whittington Heath with a handicap of 9. I am also a lifelong supporter of Leeds United.