How can I help you?
I have previously worked at Barclays for 22 years carrying out a number of different roles within the bank before progressing into the Financial Advisor role. I have also worked as an Independent Financial adviser for a local company.
I have worked within the Financial Services industry as a whole for 30 years.
I provide fully holistic financial planning advice for a client’s short, medium and long term objectives.
Delivering what you really need
I am passionate about helping clients to try and achieve their desired outcomes.
I am committed at carrying out regular reviews to ensure client’s plans are monitored and if necessary altered to ensure they keep on track with their desired goals.
What else should you know?
I am a Chartered Associate of the London Institute of Banking & Finance. I also hold the pension transfer qualification which allows me to provide advice and guidance in relation to Defined Benefit pensions.
I enjoy travelling abroad with friends and family as well as trying to maintain a decent level of fitness by visiting the gym as often as I can.