I have been in the Financial Services industry since 1988, having successfully run my own business from 1990 - 2010, following which I decided to merge my business into a larger practice.
I specialise in dealing with clients who are business owners and currently advise a number of Managing Directors who are running profitable businesses. Within my varied client base, I also work with Barristers, Judges, IT Contractors and Retired Individuals.
I also work very closely in conjunction with Accountants and Lawyers, ensuring that their professional services to clients dovetail with my financial advice. As part of this relationship, I often run educational seminars for the clients of these practice's covering topical issues such as Pension freedoms, Inheritance Tax planning strategies and Cash Flow modelling.
My approach is to work with clients in a pleasant and relaxed manner to ensure that my clients requirements are well discussed and understood. I am then able to produce a clear and concise plan to meet both their financial and lifestyle objectives.In addition to achieving Chartered status I am also a Registered Life Planner as accredited by Kinder Institute. There are only 2% of IFAS who hold both qualifications. As RLP I follow a structured approach where I link money to your future Life goals / aims and objectives dreams and aspirations.
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