How can I help you?

I provide a wealth of technical support to our advice team 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.

 

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. In my extensive set of skills, I have been awarded a Diploma in Financial Planning and currently working towards Chartered Status.

Additional areas of expertise

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