My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation to help meet their financial objectives so that they can look to the future with confidence and optimism.

I have been in the Financial Services industry for over 31 years, and having achieved Chartered Financial Planner status (the ultimate symbol of professionalism in the Financial Advice Industry) I have built up an exceptional knowledge, allowing me to advise clients on a wide range of wealth management solutions encompassing advice to individuals, trustees and businesses, based on their individual needs and circumstances.

My aim is to help identify your financial priorities and objectives, and then develop a strategy aiming to achieve these goals within your desired time scales. Once this plan is in place I am committed to providing a bespoke personal service tailored to your specific needs with a focus on building a long-term inter-generational relationship. From the moment that you decide to become a client, I commit to demonstrating the value of this relationship through the service that I deliver to you, your family and your business on an ongoing basis.

The success of my Practice depends on you having a long-term relationship with me that is based on trust, that is why I believe that giving first class ‘face to face’ advice is vital.

I would be delighted to talk with you to discuss any aspect of your financial situation.

I am a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of advisers operating in the UK.

Fellowship of the CII is universally regarded as the premier qualification. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation. The CII is one of the main awarding bodies in the financial services industry and is well known around the world, for the quality and breadth of its exams and qualifications.

Fellowship of the CII confirms commitment to further self-improvement and is available only to those who demonstrate their ability. It is a major achievement in the financial industry and demonstrates the acquisition of skills and knowledge at the highest of levels.

I hold both of the prestigious qualifications which are highly sought after within Financial Services. Along with a Fellowship, I am a Chartered Financial Planner.