I have been a Financial Adviser since 1995, and are qualified to CII level 4 Diploma in Financial Planning. My aim is to provide a professional but friendly service to all clients whether they are private or business. I am happy to advise on all aspects of financial planning. Appointments can be arranged in my office or at your home, during the working day or in the evening, at your convenience. Please contact me to get professional advice when taking your pension.
All initial consultations are free.
I am an Appointed Representative of Lighthouse Advisory Services Limited.
I can help you decide the best way forward at retirement.With the choices at retirement now so much greater, your decision needs to be the right one for you, whether it be an Annuity, Enhanced Annuity, Drawdown or taking your pension fund. A long and happy retirement could depend on it. Advice on making the most of your pension funds, especially funds in old style pensions, and saving for retirement, investments, protection and Inheritance tax are all areas that I specialise in.
109 Cannock Road, Westcroft, Wolverhampton, Staffordshire, WV10 8QR
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