How can I help you?
I provide a wealth of technical knowledge and support to ensure the financial well-being of our clients and their families. I take a holistic view to financial advice and work with all areas of finances ranging from pensions (including final salary) to investments, life insurances and estate planning. I provide bespoke financial advice solutions to individual clients and their families, trustees and businesses. I am a pension transfer specialist and hold Chartered Financial Planner status.
What else should you know?
I have been working in financial services since 2009 and bring to Tees knowledge and experience in private wealth management..