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.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Tax Planning is not regulated by the Financial Conduct Authority.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection