Based in Titchfield with clients across the South in Portsmouth, Southampton and onto Bournemouth and the surrounding areas.
In collaboration with Simon Glanville and with the support of Abacus Associates, I am delighted to have opened Abacus’s most southerly office at The Tanneries.
I have worked in financial services for 30 years with a concentration on helping small businesses for the past 10 years. As an independent financial adviser I am able to offer a whole of market and unbiased opinion.
Whatever your financial planning needs I aim to be able to assist. My key areas of specialism are:
• Retirement planning (Workplace Pensions, SIPP, PPP, SHP,)
• At Retirement solutions
• Investments both personal (ISA’s, Open ended investment contracts, Bonds) and Business related.
• Business protection (protection ownership, protecting profitability and covering liabilities. I am also able to assist with Staff benefit schemes.
• Personal protection (mortgage protection, family protection, sickness protection and wealth protection)
Straight talking and total honesty has been my mantra for the past 30 years and I see no reason why this should change. Clients are centric to my business and I always aim to provide the very best solutions for them.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.