I am a Chartered Financial Planner who enjoys helping people to plan for the future and protect what they have accumulated. My main areas of work are pensions, investments and inheritance tax planning. I provide a professional and personal service to my clients. In today's increasingly complex financial world many clients do not have the time or desire to keep up-to-date with the latest developments. I can guide you through this, avoiding pitfalls and unnecessary tax, whilst helping you to achieve your goals. Wise financial planning helps you to maximise your wealth so you can live the life you want whilst leaving a legacy for your family. I have been fortunate enough to build a loyal group of clients and look forward to continuing to work with them in the future.
We won Investment Week’s Gold Standard Award in the ‘Independent Financial Advice’ category. The judges were particularly impressed by our concept of helping clients achieve Financial Freedom.
The Gold Standard Awards acknowledge financial services companies that go the extra mile to serve their customers and build confidence in the sector – rewarding businesses that display consistent standards of excellence in service, capability, trust, financial strength and fair value.
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