I am a Chartered Financial Planner, Pension Transfer Specialist and also a Fellow of The Personal Finance Society with over 10 years experience of helping clients achieve their lifetime aspirations and financial independence. I enjoy helping clients use their finances to achieve their goals and objectives, whether that’s saving for a deposit on a house, or help to plan for their retirement, or guiding clients through life’s up and downs.
Investing money can be a daunting process for many people mainly due the complexities involved. I take pleasure in guiding clients through the various options, and putting a tailored financial plan in place. As clients’ circumstances change, and taxation and legislation changes, it is crucial to have an ongoing relationship in order to constantly review and update this financial plan.
I love to travel. In my free time I enjoy seeing my friends and spending quality time with my family.