T: 0345 250 8420
M: 07973 770 318
Having been in Financial Services since 1990, I have held various positions, including roles such as specialist adviser, team manager and regional manager, whilst retaining my own client base. I now focus on providing personal financial advice to existing and new clients. I provide advice, help and guidance in all areas of financial planning, but specialise in estate protection, care planning and wealth management. This would include investments in addition to retirement planning. I meet many new clients in my role as Seminar Presenter. I present on all of the areas mentioned above, for both public and corporate seminars. Whether I'm presenting to an audience or working with individual clients, I believe it is imperative to communicate what are essentially complex, financial matters in an easy to understand way. When I'm not working, I like to spend time with my partner, Suzanne and my young son, Jack. We like to keep busy and particularly enjoy travelling, both locally and in Europe.