How can I help you?
I am a Wealth Planner with over 20 years’ experience working with clients to help them achieve their lifetime goals and objectives.
Delivering what you really need
I work closely with my clients and their families to help identify lifetime goals and objectives whilst developing their financial plan. I am a keen advocate of holistic financial planning and undertake a full analysis of a client’s current financial position in the first instance and review this against future goals and objectives. Once established, I review each client’s financial plan with them yearly, to ensure that it remains relevant to meet their objectives and suggest changes when they are required. This ongoing review service is especially valuable to clients when unexpected events occur, for example in the event of redundancy, longer term sickness, and/ or death, or when there is a relationship breakdown, separation and divorce.
What else should you know?
I hold the Diploma in Financial Planning, alongside Advanced Diplomas in Pension Planning, Personal Tax & Trust Planning, Business Financial Planning and in the Financial Planning Process, and I am close to achieving Chartered Financial Planner Status.
I work alongside Family Lawyers to advise clients on their financial planning requirements whilst going through separation and divorce proceedings. I am a member of Resolution; whose members are family lawyers and other professionals committed to the constructive resolution of family disputes. I hold a Resolution approved Family Law Accreditation, at Ambassador level.
I enjoy spending time with my family, practicing Yoga and dog walking in my personal time.