I have over 20 years’ experience in helping my clients plan for their financial future.
Most people will need to seek financial advice at some point in their lives, whether they realise it or not.
Finding a professional adviser that you can trust is as important as choosing your solicitor or accountant.
I have been a financial planner for over 20 years and have seen lots of changes to the financial services industry and the ever changing complex needs of the clients I advise. These needs include but are not limited to:-
- Investment Planning
- Retirement planning
- Inheritance Tax and Estate Planning
- Family protection
- Specialist Insurance
These needs can be for individual clients or businesses.
I pride myself on building long term relationships with my clients that is built on service and trust.
Once these plans are put in place it is vital to review these regularly to keep up to date with changes in legislation and taxation, product developments and your own changes in situation. Indeed a review is crucial if your circumstances change, such as, starting a family or changing employer, moving home or receiving an inheritance. Receiving good financial, reliable advice on marriage or during divorce proceedings is also critical.
I look forward to building a long lasting and valued relationship with you in the future.
*Trusts are not regulated by the Financial Conduct Authority.