I have over 20 years' of experience working in the financial services industry. I am a Chartered Financial Planner and a member of the Chartered Insurance Institute (CB).
After University, I worked at a national bank and decided to become a financial adviser. From then I started taking professional qualifications to fulfill this goal, and have worked as a financial adviser since the age of 25. Over the years, I have provided advice covering most aspects of financial planning to a broad range of clients, including individuals, business owners and trustees.
I specialise in providing retirement, inheritance and investment solutions.
- Wealth Management
- Inheritance Tax and Estate Planning
- Retirement Planning
- Pensions and Divorce
- Defined Benefits Transfer
- Business and Personal Protection