Having operated as a financial planner in both Personal Finance and Corporate sectors, I advise clients on broad range of financial planning matters.
I hold Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004.
My knowledge and experience allows me to assist clients in what can be a complex, challenging and forever changing environment.
In recent years I have specialised in Retirement Planning and Family Wealth Management.
- Wealth management
- Retirement Planning
- Inheritance Tax and Estate Planning
- Business/Personal Protection