With over 40 years’ financial advisory experience, I specialise in providing personalised, holistic financial planning advice to individuals, families and small businesses. My advice covers retirement planning, investment advice, inheritance tax planning and protection insurances, amongst other areas. Examples of how I have assisted clients include:
- Guiding a client through the wide range of retirement choices available to them and helping to structure their retirement income. With regular reviews we will ensure that their chosen income strategy continues to meet their needs.
- Structuring my clients’ investments to provide regular income and access to capital and helping them to manage their financial plans with ongoing reviews.
- Reviewing and restructuring a client’s family protection arrangements (life assurance, critical illness cover, income protection) and successfully increasing the levels and quality of cover while reducing the overall cost to the client.
I always aim to provide the kind of high-quality, long-term financial advice that promotes positive, long-standing relationships with my clients that endure across the decades.
I am married with one son and live with my wife in Solihull. I am a long-standing Governor of King Edward VI Camp Hill School for Boys, located in Birmingham, and am also an active rugby referee.