Tel: 01749 670087
Fax: 01749 676623
I have been in the Financial Services industry since 1992 and have been giving financial advice since 1997. My previous work has been with HBOS, Bradford and Bingley and Jelf Group plc. I have qualified as a Chartered Financial Planner through the Chartered Insurance Institute and my key areas of interest are in Retirement Planning, Investment Planning and Business Financial Planning.
As we all are aware, legislation, financial rules and client choices continually change within the financial world. Through my work I hope to set out in plain English the options available to clients, discuss the advantages and disadvantages of each option and help to make informed decisions to help plan for the future. If clients wish to proceed with a recommendation, I will be able to arrange this and agree on the most appropriate review strategy for each individual client.
I am married with two boys – one aged eighteen and the other six, each of which have very different demands! I am a keen reader, an enthusiastic DIY-er and I hold a black belt in Taekwon-Do.