I am an Independent Financial Planner based at JPA Financial Services in Kingswinford.
I have over 20 years’ experience and specialise in discovering your aspirations, needs and concerns; then using these goals to create a financial plan that will take you from where you are to where you want to be.
If you want to make a difference to your own life, as well as the lives of the people you love, you’re in the right place.
Over the years, I have developed specific expertise in working with certain types of people. Those people typically fall under one of the following categories:
• People planning for retirement: If you’re in your 50s and beginning to think about arranging your income for retirement, it can be hard to know where to start. I will use your goals to create a sustainable retirement strategy that will enable you to live the life you want.
• Business owners and professionals: If you’re a busy working professional, it can be difficult to find the time to get financially organised; both for now, and for the future. I have the expertise to create a plan that will align your finances with your goals.
• Independent advice. I provide unrestricted advice from the whole market. This allows me to offer financial advice and planning that is truly bespoke.
• Financial planning. I will always place you before your money; your aspirations before any financial products.
• Local presence. I'm based in Kingswinford, but work with clients across the West Midlands. You are welcome to meet me at my office, or I can travel to meet you in the comfort of your own home.
1st & 2nd Floor Offices, 446 - 452 High Street, Kingswinford, West Midlands, DY6 8AW
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