I have worked in Banking and Financial Services since leaving university in 1989 and have a breadth of knowledge and experience.
I am committed to my continual professional development and as a Chartered Financial Planner, am able to offer rounded, professional and technically sound advice.
My expertise covers the broad spectrum of financial planning and will help you to:
- Grow and preserve your wealth for long-term financial security;
- Protect your financial assets from potential threats;
- Manage your capital and borrowings, mitigating tax wherever possible.
I believe that regular communication is key to keeping you informed of issues that may affect your financial well-being. With this in mind, I distribute a range of newsletters exclusively to my clients, including a weekly Market Bulletin.