How can I help you?
I have worked in the financial services industry for over 28 years. During this time I gained a wide range of knowledge and experience working in various locations across East Anglia. This has enabled me to advise on all aspects of financial planning, including Pensions, Investments, Estate Planning and Life and Sickness Insurance. I advise a wide range of clients from individuals to small businesses.
I also ensure that quality is maintained whilst providing supervisory support and coaching to the team.
Delivering what you really need
Having met such a diverse range of people I understand how no two people are the same. I aim to provide a bespoke service that my clients can call on to create and preserve their aspirations over time. Face to face meetings are essential. This allows me to fully understand my clients’ needs and allows for a two-way conversation to take place.I am happy to see clients at home, place of work or at one of the Tees offices. This creates a relaxing atmosphere in which to discuss client objectives.
Working closely with Tees Law we are uniquely placed to work very closely with our clients’ other trusted advisers. Working like this ensures that the right solutions are put in place for our clients. As well as giving our clients the advice they require we also make sure that our clients’ circumstances are reviewed on a regular basis, thus ensuring that the best-laid plans are not knocked off course by the curve balls that life can throw at them.
What else should you know?
I hold a Diploma in Financial Advice, and the Financial Planning Certificate part 1, 2 and 3, as well as an Advanced Diploma in Financial Advice (chartered status).
Outside of work, as well as spending time with family, I try to keep fit, enjoy reading, gardening, travel and when time allows catching up with my old shipmates.