The most enjoyable part of my role is bringing our clients’ real needs into focus and tailoring a financial plan to help them achieve their goals. I aim to simplify the complex side of Financial Planning and help clients to better understand their own circumstances.
I have been working in the Financial Services industry for over six years and am currently working towards achieving Chartered status.
I specialise in the following areas:
- Intergenerational Wealth Management
- Tax Planning
- Retirement Planning
- Mrs Raymond