I have worked as a Financial Planner since 1998 including experience with HBOS and Nationwide Building Society. I am Diploma and Financial Planning Certificate qualified and have a vast knowledge of the Financial Services industry.
My approach is to help my clients realise their dreams. I believe strongly in building relationships with my clients which last a lifetime as opposed to just a singular event, as financial needs change regularly over time. I am therefore a strong advocate that your finances should be reviewed on a regular basis, so your plans stay in tune with your current circumstances and aspirations.
Areas of financial advice I help my clients with include:
- Financial lifestyle planning
- Retirement planning
- Pension planning
- Insurance and protection
- Inheritance tax planning
- Wealth management
- Investment planning including asset allocation and diversification
- Business protection and group pension schemes
- Tax planning
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
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.
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.
In my spare time I enjoy spending time with my family and 2 dogs and love to go on holiday to see different parts of the world.