I am passionate about helping people plan for a secure future and I aim to help my clients achieve a better position as a result of my advice.
Having worked within the financial services industry for 19 years working previously for HSBC, I have in-depth knowledge of the range of solutions available, the tax regime and legislation applicable to them. I work with my clients' accountants and solicitors where necessary to realign often fragmented financial plans.
I have 28 years' experience in Financial Services and believe strongly in building long-term relationships with clients within a structured wealth management programme. Previously, I worked within AXA, Equity and Law, HSBC, Yorkshire Bank and a local IFA Practice.
I always strive to provide the best advice possible, and the level of satisfaction within my existing clients may be judged by the fact that most new clients come to us as a result of a personal recommendation from our existing clients.
I provide a personalised wealth management service to help secure a stable future whether for yourself, your family or your business. Obtaining the correct advice and planning to help achieve your objectives and goals is one of the most important steps you will ever take. It is also useful to regularly review your financial situation to take advantage of any developments in legislation and tax law that may apply to you.