2 Shepherd Drive, Willesborough, Ashford, Kent, TN24 0UJ
I have a strong foundation in financial services, having spent 20 years working in the financial services industry. In recent years I worked as an Area Manager with a major financial institution. I am a member of Finance Planning Independent who support me in my role as a professional Adviser, ensuring my knowledge and qualifications are maintained to a high standard. I am able to provide advice covering
Inheritance Tax Planning, Lump Sum Investments, Pensions, Life Protection, Critical Illness and Income Protection, as well as being able to advise on first and second charge mortgages from a comprehensive range of lenders.
I am experienced in providing support for a range of clients, recognising that your needs
are specific and of paramount importance to you as an individual. My aim is to understand you – your situation, your goals and your ambitions. I will listen and work with you to find an appropriate financial solution for your needs. I am patient, approachable and able to explain the impact of current legislation on your personal estate.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.