What matters most to our team both at work and in personal time:
Professionally – building long-term client relationships matters.
Personally – enjoying quality time with my family and when I get the chance, I also like to spend a few hours at my sewing machine. Making my own clothes is a real passion of mine.
My experience
I have been working in holistic financial planning for over 20 years.
Qualifications
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
