I am a Chartered Financial Planner with over 15 years' financial services experience.
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 to various types of clients, including individuals, business owners and trustees.
- Wealth Management
- Inheritance Tax and Estate Planning
- Retirement Planning
- Pensions and Divorce
- Defined Benefits Transfer
- Business and Personal Protection