I am delighted to hear from my clients that I am ‘down to earth’ and a ‘breath of fresh air’. To me, knowing someone feels relaxed and reassured by my approach is exactly the client experience I strive to create.
From a career in the travel industry and civil service prior to moving into finance, this has meant that I understand more than just figures and finances. It also means I speak your language, helping you make sense of your financial situation and plan for the future. With over 18 years now in the financial sector, I am passionate about service and the development of long-term relationships based on mutual trust, discretion and respect.
With the hectic lifestyles we all experience today, I find that although being successful in their own right very few people have the time, or often the inclination, to manage their financial affairs effectively. This is hardly surprising, since the financial world we live in is highly complex and fast changing. However, at one time or another most of us will need to seek financial advice. I specialise in meeting clients' individual needs with a bespoke approach to financial planning.
My philosophy focuses upon building long-term, trusted relationships with my clients, helping them to create a firm foundation in meeting their financial objectives so that they can look to the future with confidence and optimism.
During my career in finance, I have developed a wealth of knowledge in many areas. I’ve chosen to specialise in Retirement Planning, Inheritance Tax, Estate Planning and Investment Solutions. I am also qualified and happy to give advice on; Onshore and Offshore Investment Planning, Protection (life, critical illness, income protection), Corporate Planning and Auto Enrolment.
I pride myself in providing an invaluable service, that gives clients financial peace of mind. The level of satisfaction can be judged by the fact that the majority of new clients come to me as a result of personal recommendations from existing clients.
In my spare time, I follow my lifelong passion for horse riding. I care for my six horses on the grounds of my home, which is conveniently just next door to the office.