I am a qualified Independent Financial Adviser, part of the AFH Wealth Management team. I have been working in Financial Services for over 13 years and I pride myself on ensuring my clients are at the heart of everything I do. I take the time to get to know my client and their circumstances to ensure that they are getting the right advice, taking into careful consideration their current and future objectives.
I am based in Norfolk however my client bank is distributed across the whole of the UK and I am available for telephone or Microsoft Teams / Skype appointments. Thank you for taking the time to read my profile and I look forward to hearing from you soon.
My areas of expertise include investments and pensions (both pre- and post-retirement) and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst were to happen.
Wood View Court, New Costessey, Norwich, Norfolk, NR5 0HR
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