Expertise
- Pensions
- Pensions for Directors
- Pensions Freedom
- Pensions on Divorce
- Investment Planning
- Investment Advice
- Mortgage Advice
- Mortgage Advice London
- mortgage advice manchester
- Insurance Advice
- Life Insurance
- Health Insurance
- shareholder protection
- Commercial Insurance
- Financial Advice
Summary
I have worked in financial services for over 30 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, retirement planning, wealth protection,
savings, and investment planning.
As a Partner/Partner Practice of St. James’s Place Wealth Management based in Sheffield, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Experience
-
Gritstone Financial Planning Limited
Director
- Current
