Chartered Financial Planner
I am a Chartered & Certified Financial Planner with over 16 years experience in financial services and joined Helm Godfrey in 2001. My key area of expertise is in the lifetime wealth management process with a focus on tax savings and pension solutions.
My aim is to build long term relationships with clients and guide them through the complex financial decisions they have to make throughout their lives. I want to be able to take the worry away from clients regarding their finances.
In my spare time, one of the things I enjoy is running and have also, abseiled and sky dived for charities in recent times.