I have been advising clients in the Financial Services Industry for over 20 years. My previous employment includes working for a life assurance company, a high street bank and latterly working as an independent financial adviser.
I specialise in wealth management, retirement planning, and inheritance tax mitigation, together with personal and business protection.
I live with my wife and daughter in Cleobury Mortimer in the county of Shropshire. In my spare time I enjoy supporting Cleobury Mortimer Rugby club, playing golf and walking the Shropshire countryside.
Based in the West Midlands near Birmingham, our local independent financial advisers are fully qualified and experienced in financial planning services. You may require someone to help you understand complicated financial jargon, or simply need independent financial advice you can trust.
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