How can I help you?
After leaving the Merchant Navy, I joined the financial services industry 33 years ago. During this time I have developed my knowledge and experience by building my career across local and national firms. This has enabled me to advise on all aspects of financial planning. Today I use this experience to manage and support the Wealth Planners adding to the client experience.
Delivering what you really need
Here at Wealth, we are uniquely placed within Tees working closely with our clients. Typically our clients are also clients cared for by Tees law, benefiting from both financial and legal advice. We also look after clients with no law connection who are seeking financial advice in today's ever-changing environment. Queries range from “can you help me plan my retirement income?” to “How do I ensure financial security for myself and my family”?
Our advice process ensures that the right solutions are built for our clients for now and in the future with our ongoing service. Please feel free to contact me for more information about our services and career opportunities within the Wealth team.
What else should you know?
I hold the Financial Planning Certificate, the Diploma in Financial Advice and Advanced Diploma in Financial Advice (chartered status). I am also a Pension Transfer Specialist.
Outside of work, I enjoy visiting the gym and Yoga classes. I also enjoy a good read, gardening, travel and delving into local history.
Tees are here to help
We have many independent financial advisers who are based in:
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in England and Wales.