Regional Manager & Financial Planner
Dip CII, Cert SMP
t: 01423 520 052
m: 07725 432 772
I take a great deal of time and care in understanding your circumstances and financial position currently, and then how you would like your money to work harder for you and ultimately where you would like to be whether this is retirement, pension planning, inheritance, savings or investments.
I firmly believe financial advice is not a singular event, as life throws all kinds of expected and unexpected events at us and I enjoy helping my clients throughout their financial life cycle. I may start by arranging a first time mortgage with a client and then we work together as they may marry, have children and change careers, then all the way to retirement planning and inheritance tax mitigation. This financial advice journey sometimes involves partners, children and even grandchildren.
I have a very wide range of experience in financial advice including retirement planning, pensions, cash flow modelling, savings and investments, estate planning, financial protection, mortgages and equity release.
I like to be extremely proactive in keeping abreast of changes in the financial industry in order to make sure the advice I provide is cutting edge.
I am a Diploma qualified Financial Adviser coupled with holding the Level 6 certificate in Pension Transfer and Planning Advice along with qualifications in Equity Release, Advanced Mortgage Advice and Long-Term Care insurance.
In my spare time I enjoy spending time with my wife and two daughters and have two fabulous Labradors that keep me fit.