After more than 30 years working for a High Street Bank, I am excited to be able to offer expert financial advice with the backing of St. James Place, a FTSE 100 company with a history of knowledge and security for their clients.
With so many choices on the market, it is easy to be confused and unsure about the best way to plan for your future, this is the clarity I bring to your finances. Whether you have thousands in the bank or just a couple of hundred pounds, I will help you get started on the road to planning for your future and aiming to achieve your financial goals and make sure that we explore every possible option to find the right one for your individual circumstances.
I believe that financial health is just as important as physical or mental health, so making sure we find the right answer for you is paramount which is why I only offer highly personalised, face to face, holistic financial advice to all my clients.
In particular, I will help you to:
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.