Chartered Financial Planner

I specialise in…

Private Client Wealth Management and Pensions & Divorce.

I am really good at…

Identifying client objectives and creating a plan to meet those objectives.

A bit of background…

I started working in the Financial Services industry in 1998, achieving a BA (Hons) Degree in Financial Services in 2002. I gained experience as a Paraplanner, Mortgage Adviser and Independent Financial Adviser and qualified as a Chartered Financial Planner in 2012. In 2013, I became a Fellow of the Personal Finance Society.

Other areas of expertise…

As a Chartered Financial Planner and a Fellow of the Personal Finance Society, I have a very broad base of qualifications and experience to match. In addition to wealth management I am very active in retirement planning, all areas of individual / family protection, divorce, personal injury trusts and trustee investments.

When I’m not at work I like to…

Walk my dog in the countryside, dine out and socialise with friends.

My favourite book/film is…

A Girl with a Dragon Tattoo (Millennium Trilogy).