Tel: 01749 670087
I joined Pilgrim Financial Planning in 2016 because of the company’s ethics and the way they look after clients.
I enjoy working with clients from all walks of life, helping them to live the life they want with the peace of mind that they will not run out of money. Once I have established what they want to achieve I ensure their investments, pensions and protection plans help them attain their goals.
With a degree in European Business and having worked in Corporate Communications I look to make investing as simple as possible making sure we find the right solution for each client’s unique situation.
I live in nearby Somerton and having given up our smallholding with its menagerie of animals we are now down to one cat and hopefully a dog arriving soon. I enjoy exploring the Somerset countryside on foot or bicycle and am trying to convert from being a vegetable gardener to a flower gardener.