Find an Independent or Restricted Financial Adviser

I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.

My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.

The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

We provide a free update & advice service to help you understand your plans.

We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

We’re independent, friendly and local, helping people like you, who want to plan for their retirement. So if you live in Chester Le Street, Washington, Durham, Stanley, Consett, Hexham, Wickham, Prudhoe or the surrounding areas, we’re the firm for you.