Biography
I am a chartered financial planner and have achieved fellowship of the Personal Finance Society in 2024. I have been providing financial advice to clients, professional deputies and trustees for over 10 years now and have worked in the financial services industry for over 18 years in total.
I have specialised in various areas over the past 10 years, which has provided me with the in-depth knowledge and expertise to be able advise on almost any area. I now have a specific interest in dealing with clients who have received personal injury or medical negligence settlements, and I work really hard to ensure my clients receive expert financial advice, which means they can concentrate on themselves and their families and build the best future possible.
Watching clients grow in confidence and taking some of their money worries away from them, is just the best part of my job. I thoroughly enjoy working with clients from right at their beginning of their journey, all the way through to many happy years of adviser/client relations.
