How can I help you?

I have previously worked for Barclays and HSBC as a financial adviser looking after a wide range of clients. I have also previously worked as an Independent Financial Adviser for a local company.

Prior to this I have worked for the Ministry of Defence and several large national companies as a Facilities/Project Manager which has given me a wide range of experience to help understand my clients needs.

I advise on all aspects of financial planning including Pensions, Investments, Estate Planning and Protection. I advise to both individuals and businesses.

 

Delivering what you really need

I pride myself on the level of service I provide to my clients now and in the future and I look forward to building long term relationships to ensure their needs are fully met.

I am committed to meeting and reviewing my clients needs on a face to face basis either at their home, place of work or in one of the Tees offices at a convenient time for my clients.

Working closely with my colleagues in Tees Law I can offer a unique service looking after all of my clients needs whether it be Investment, Retirement or Estate Planning.

 

What else should you know?

I hold the Diploma In Financial Advice as well as a being qualified in Long Term Care planning. I plan to start working towards Chartered Status in the near future.

I have lived in the Cambridge area for over 30 years and enjoy spending time with my family and friends,  DIY, Travelling, Cooking and throwing myself down mountains on a pair of wooden planks (skis) when the opportunity arises!

Additional areas of expertise

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