t: 01423 520 052
m: 07702 534 617
Working with a Financial Planner affords you the freedom and opportunity to live the life you wish both for yourself and for your family.
I am here to help you with a holistic financial planning service, including tax planning, tax and inheritance tax mitigation, savings and investments, insurance and protection, pensions and retirement and estate planning. I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
I work extensively with business owners, high earners, and high net worth individuals, all of whom need specific, expert tailored advice surrounding tax, tax allowances and pension planning – both as an individual and alongside your spouse or partner to efficiently manage your finances in the short, medium and long term.
I work alongside the mortgage, equity release, wills and trusts team at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house Investment Team, who deliver a first class socially responsible investment proposition, along with an extensive range of strategies to suit all risk appetites.
Outside of work I am a fully qualified FA football coach and manage an U15’s football team, both of which keep me fit and healthy, and I thoroughly enjoy. I am actively involved and treasurer for a local charity whose aim is to provide support and services for the young and old in my local community, which is very rewarding.