About Me

I’m an Independent Financial Adviser with a longstanding career in the banking and finance sectors. I provide bespoke financial advice to personal and business clients.

I believe that independent financial advice allows me to offer the best choice of products to my clients.

I’m a member of the Chartered Insurance Institute (CII) and hold a Statement of Professional Standing.

My Experience

I’ve worked in the financial services industry since 1984 and have amassed a wide range of skills, knowledge and experience – strengths that have led me to hold key positions within companies such as Prudential Assurance, The Woolwich Building Society, Barclays and HSBC.

How I Work With My Clients

Clients and colleagues say that my key strength is an ability to explain complex financial products and services in a simple yet professional way. This allows my clients to better understand the products and make well-considered decisions.

Although I specialise in investments, I take a holistic approach to providing financial advice to ensure that a client‘s financial needs are addressed and met in full.