I am a Director in the Financial Planning Team based in the Thames Valley office.
I joined the firm in 2007 and I have over 25 years’ experience of providing independent financial advice.
I am a Chartered Financial Planner holding specialist qualifications in Taxation and Trusts, Pension Planning and Investments, and I am responsible for the financial advice to individuals with Defined Benefit (Final Salary) entitlements in my role as the Pension Transfer Specialist (PTS). I am also a member of Resolution which is committed to the constructive resolution of family disputes.
Within my role as a Chartered Financial Planner, I enjoy spending time with clients to gain a full understanding of their situation before creating a bespoke financial plan so they can meet the objectives.