Expertise
- Inheritance Tax Planning
- Income Protection
- Wealth Management
- family protection
- Investment
- ISA's
- Pensions on Divorce
- investment planning
- Pension Transfers
- Pensions
Summary
I have worked within Financial Services for over 20 years, gaining a wealth of experience and knowledge. I have been committed to my professional and personal development resulting in obtaining the Fellowship of the Personal Finance Society .
I pride myself in providing considered financial advice, ensuring that I understand my clients aims and objectives which form the foundations of creating long term trusted relationships. I believe strongly in a client focused approach and delivering excellent advice.
