About Us

Having started working in Financial Services in 1985, I set up my own business in 2001 to provide Independent Financial Advice to individuals, families and businesses.

I am able to offer a broad range of services, and specialise in all aspects of Investment planning, to include both at-retirement and in-retirement solutions, as well as estate planning.

I am committed to putting my clients at the heart of everything I do. I endeavour to develop long term relationships, as I feel this is the best way to understand individual needs, and thereby tailor financial plans to meet those needs.