I have over 14 years of financial planning experience with clients. I am an intuitive communicator, with the ability to engage and build relationships with a broad range of clients, understanding and responding to their personal values, financial goals and needs. I have experience in all areas of planning, with particular expertise in Trusts and Personal Injury.
I currently work and advise private clients with some of the leading solicitor and accountancy firms in the North-West, specialising in high-net-worth business owners, inheritance tax and court of protection solutions. Chartered Associate of the London Institute of Banking & Finance. CeFA DipF MLIBF, CeLTCI, CertLTCP, PETR, TTTC – LIBF accredited.
I am a member of my local running club and like to take long trail runs where I can. I am dependable, personable and a team player.