In 1999, I qualified as a Pension Transfer Specialist - had a career break to start my family, since then to help assist in greater depth added to my professional academic qualifications including chartered institute Trusts qualification to plan with Inheritance Tax Mitigation for clients and to guide trustees on investments or other income strategies for people whose circumstances have changed unexpectedly.  

I also hold the Long-Term Care qualification with the cii to help people who want to plan for long term care needs.*

Being well qualified to help is one thing but when engaging with our clients we understand quality advice firstly involves listening.

Everyone’s situation is unique which is why I will take time to listen and understand the circumstances involved and find out your key aspirations to be able to help you map a financial plan solution that completely fits your financial goals and protection needs. 

Retirement planning, Investment advice, IHT mitigation and guiding trustees on appropriate strategies for the long-term needs of people awarded settlements are the key areas of business I can expertly assist you with. 

Helping throughout the generations of the family’s financial planning needs and offering a truly holistic and tailored service to keep our clients at the centre of everything we do and to help you by taking the complexity out of making important financial decisions and making things easy for you.

We care about our clients here and the advice we give them is backed by St. James's Place, a leading wealth management company with the stability and longevity in the marketplace that would guarantee my advice.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

*This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.