DipPFS, Certs CII (MP & ER)
t: 01423 520 052
m: 07734 396 571
It’s all about you! Working with individuals, couples and families alike, I am here to help you achieve your financial goals and be your go-to financial expert whatever your age and circumstances.
Using tools such as cashflow modelling, we will work together to look at your personal and family circumstances, to fully understand what you would like to achieve financially and then create a financial plan for the short, medium and long term to get you where you want to be.
Having been advising since 2018, I have a wide range of experience and expertise advising on protection, investments including socially responsible investing, pensions, retirement planning, equity release, inheritance tax and estate planning. Working alongside our in-house mortgage and wills, trusts and lasting power of attorney teams, I can bring you a full suite of financial and legal services throughout your financial journey.
I am a Diploma qualified member of the Chartered Insurance Institute, and have been working in the Financial Services industry since 2003.
Outside of work I enjoy time with my young family and Elvis, our Golden Retriever. I like to keep fit and active, as well as watching all sports but especially football, following West Brom’s ups and downs.