I am a Financial Planning Consultant covering London, Thames Valley, and surrounding areas. I joined the firm in 2017 and have over 10 years’ experience in the financial services sector.
I have always believed that complete financial planning, regular reviews and a long term commitment are key to improving wealth and achieving financial security and freedom.
I invest time to help my clients understand the actions they need to take to improve and protect their wealth. This may involve savings, investments, pensions, protection and much more.
My focus is on helping clients achieve their financial objectives rather than trying to do something overly 'clever' with money.
My financial planning solutions are advice led, not product driven, ensuring that every client receives a service tailored to their needs.
What I do
- Financial Planning
- Pensions and retirement planning
- Investments
- Employee benefits
- Inheritance Tax planning
- Individual and business protection
- Charity investments
My clients
- Private individuals
- Family estates
- Businesses
- Trusts
- Charities
Memberships
- Associate of the Personal Finance Society
- Member of the Chartered Insurance Institute
- Member of the Institute of Chartered Accountants
Awards
