A Chartered Associate of the London Institute of Banking and Finance.
An expert in pensions and investments with a high degree of technical knowledge. Worked in the financial services industry from 2001.
Highly enthusiastic and committed to helping individuals, business owners, the self-employed and entrepreneurs achieve their financial wealth goals.
Enjoys helping clients to build and preserve wealth through effective investment, tax and retirement planning.
Has expertise in Final Salary pensions and qualified to advise on pension transfers to flexible access arrangements.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds
Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans
General Insurance
Home contents insurance
Buildings insurance
Life cover
Whole of life and Term Assurance protection
Medical
Private medical arrangements
Critical illness insurance
Income
Permanent Health Insurance, aka Income Protection