I am a Director in the Financial Planning team responsible for providing financial planning advice in Kent and the South East, based at our offices in Maidstone and Tunbridge Wells.
I joined the firm in 2011 and have over 30 years’ experience in the financial services industry, the majority of which has been as an independent financial advisor. I work closely with private clients, professional practices and corporate clients in all aspects of financial planning. I also specialise in long-term care.
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Zoe for any technical queries and Julie for any administration queries. They are always happy to help and will make sure you get the support you need. Jessie is currently on maternity leave.
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Explore eight Autumn Budget changes: tax thresholds, ISA limits and pension updates, and how they could shape your financial plan.
It’s important to review your investments to make sure they continue to meet your needs and objectives going forward.
Explore eight Autumn Budget changes: tax thresholds, ISA limits and pension updates, and how they could shape your financial plan.
It’s important to review your investments to make sure they continue to meet your needs and objectives going forward.