I offer all forms of financial advice, but the majority of my clients are either approaching or in retirement. I also provide Inheritance Tax planning advice and have been involved with a number of trust investments. I am Chartered, STEP qualified and hold Long Term Care qualifications.
I have been a financial advisor for over 20 years having previously worked within solicitor and accountancy firms. Prior to that I worked for several of the major pension and investment providers and have been in the industry for over 30 years.
My main hobby is Golf which keeps me busy at weekends, I also enjoy weekly yoga classes. I am married and have two grown up daughters.