31 Huntly Road, Dorset, Bournemouth, BH3 7HFMake an enquiry
I have joined the Vision team after a long career at HSBC of nearly 34 years, the last 25 years in financial services providing financial advice to commercial and personal customers.
Having achieved the qualification of Chartered Financial Planner and Fellow of the Personal Finance Society I have shown the commitment and depth of knowledge required to provide high quality financial advice to my clients.
I have chosen to use Vision, a truly independent financial planning company, in order to provide my clients with the very best service and offer a “whole of market” approach.
The ability to offer truly Independent Financial Advice is extremely important to me by sourcing the very best solutions from the whole market place I am able to provide personal and tailored recommendations to every client.
I am passionate about long-term relationships built on trust and professionalism. I prefer to meet clients face to face and take time to fully understand their financial situation and priorities and will regularly meet with them to review these to make sure their plans stay on track.
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