Biography:

As an Independent Financial Adviser with over 25 years experience, I assess my clients’ current financial circumstances and review how well their arrangements are meeting their objectives. Where there is scope to improve the current strategy, I make recommendations to ensure their savings and capital is in the best areas to meet their short, medium and long term goals. In addition, I consider potential threats to their financial security from unexpected illness or early death.

In order to help clients take care of their financial wellbeing, I regularly review their current circumstances and future objectives and make recommendations from the perspective of balancing risk and potential returns. I consider their income requirements and the tax efficiency of their arrangements, both now and their likely future needs.

Away from the office I regularly see my four grown-up children and pursue my interest in residential property development and renovation.