How can I help you?
I have worked in financial services for 40 years and provide broad-based financial advice, mainly to individuals including directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them the most.
Delivering what you really need
My advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
What else should you know?
I hold a Diploma in Financial Advice, as well as Financial Planning Certificate part 1, 2 and 3.