How can I help you?

I have worked in the financial services industry for over 25 years. While fully qualified in all forms of life, health, mortgage and pension business, I specialise in advising clients requiring later years’ advice, which includes investments, inheritance tax and estate planning, equity release and care fees planning.

I work closely with my legal colleagues in providing specialist care fees planning and equity release advice. This can involve liaising with Local Authorities and Government departments on behalf of our clients. I offer older clients a financial review and support service, especially if an individual or family member is unable to cope with day to day financial decisions.    

 

Delivering what you really need

We provide financial advice and a portfolio management service, combined with the complementary legal services provided by Tees Law.

We believe financial and legal advice should take you to the stage where you can make clear and informed decisions, happy in the knowledge that you have received all the information and choices needed to reach those decisions. We are able to offer our clients over the age of 50 a path through later years, providing holistic advice on a wide range of legal and financial issues.

The “One” concept provides advice not simply from a well-qualified adviser but somebody who you feel you can rely upon to understand the plans you need to make for your retirement years and the complexities of the many decisions you may need to face.

 

What else should you know?

I am an accredited member of SOLLA the Society of Later Life Advisers and a member of The Equity Release Council.

Over the years I have contributed to local and national press including the Cambridge Evening News, Financial Times, Sunday Times, Daily Telegraph, Guardian and Mail on Sunday.

Radio work includes a regular feature on BBC Radio Cambridge/ Essex and BBC Radio 5 Live.

Additional areas of expertise

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