Chartered Financial Planner
What matters most to our team both at work and in personal time:
Professionally – in an ever-changing world, working with clients (both existing and new) to achieve their goals and objectives through holistic financial planning. I enjoy contributing to local Radio podcasts on pension matters.
Personally – I enjoy current affairs, reading and visits to the theatre. I also like long walks, usually with well-deserved refreshments at the end.
I am a Fellow of the Personal Finance Society and the Chartered Insurance Institute and have been working in financial services for over 35 years, specialising in
- Pension planning
- Investment planning
- Estate planning
- Protection planning
- Chartered Financial Planner
- Chartered Wealth Manager