Chartered Financial Planner - Member of the Investment Committee
What matters most to our team both at work and in personal time:
Professionally – justifying the trust that our clients place in us and building long-term client relationships
Personally – supporting Northampton Saints rugby club through thick and thin.
I have been a financial planner for over 30 years, providing holistic advice to individuals and families through the generations, specialising in
- Pension planning
- Investing and Estate planning.
- Collaborating with our clients’ professional advisers (accountants and solicitors)
- Chartered Financial Planner