I have strong foundations in financial services, having spent 37 years working in the financial services industry. I am a member of Finance Planning Independent which is a trading style of Finance Planning Wealth Management, who support me in my role as a professional Advisor, ensuring my knowledge and qualifications are maintained to a high standard.
I specialise in Investments, Pensions, Protection; i.e. Life, Critical Illness and Income Protection as well as being able to advise on Mortgages from the whole of the market. I am experienced in providing support for a range of clients, recognising that your needs are specific and of paramount importance to you as an individual.