I am a Senior Financial Planning Consultant based in the Midlands, providing financial advice and guidance to clients
throughout the UK. I have over 30 years experience in financial services, the
majority of which has been as an independent financial advisor within top tier
UK Banks and Accountants.
I work closely with private and
corporate clients, professional practices and charities and am a strong
believer that, providing holistic financial planning with regular reviews over
the long-term are the keys to achieving financial security and prosperity.
My financial planning solutions are
advice led, not product driven. Each client receiving a bespoke service
tailored to their individual needs.
Specialisms include advice and guidance
on NHS and public sector pensions, esoteric investment planning including
EIS/VCT and AIM, retirement and succession planning and later life/care fees