I have worked in financial services for over 15 years and provide broad based advice, mainly to directors, professionals, retired and elderly/vulnerable clients helping them with practical solutions to the financial issues that concern them the most. 

I am proudly both a Chartered Financial Planner and a Member of the Society of Later Life Advisers. 

My advice covers all areas of wealth management, including retirement planning, wealth protection, investment planning, and long term care planning. 

I pride myself on developing strong, long term relationships with my clients and having the expertise to handle all aspects of their financial wellbeing.