How can I help you?

I have worked in the Financial Services Industry for over 25 years, providing advice since 2000, helping and advising clients to achieve their financial goals.

 

Delivering what you need 

I joined the friendly team at Tees Financial in September 2018 to gain knowledge and experience in the whole of the market area of financial advice.

I provide technical support to our team of Chartered Financial Planners and Financial Advisers, helping to plan suitable financial solutions for our personal and business clients.

 

What else should you know? 

I hold the Diploma in Financial Planning qualification and I have advised and guided High Net Worth clients working in a UK Private Banking role. I maintain a client-centric approach to understand our client needs and objectives and I act professionally in all client matters.

My areas of expertise

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