I always meet with potential new clients on a no fee basis to explore areas in which I may be able to assist. At the meeting I also explain exactly how I work and get paid for my services. It is then up to the client to decide if they wish to proceed further.
I have 33 years experience within Financial services sector. I have spent the last 15 back in South wales where I was born.
I am married and have 2 children, Annabel & Tom.
I offer a full financial planning service to my clients, many of which I have dealt with for over 10 years. I look after a relatively small number of clients offering a level of service that is appropriate to their needs, and I focus on quality rather than quantity.
Caerleon, Newport, GL1 3NN
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