Chartered Financial Planner
t: 01506 303 031
m: 07927 560 287
I am a Fellow of the Personal Finance Society and have Certificates in Mortgage advice, Discretionary Management, Pension Transfer Advice and the Award in Long Term Care Insurance.
I understand how important it is to listen in order to understand your needs and firmly believe in building strong and long-lasting relationships to achieve the best possible financial outcomes for my clients.
I take great pride in delivering expert and qualified advice on a wide range of financial planning areas including investments, tax planning, pensions, inheritance tax planning, retirement planning, insurance and protection and estate planning. My goal is to enable you to achieve your financial dreams and goals – be they medium or long term, for both you and your family.
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.
I work alongside the Mortgage, Equity Release, Wills, Lasting Power of Attorney 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.
Outside of work I enjoy spending time with family and friends, playing golf and of course going on holidays.