With over 2 decades of experience in Financial Services, I work closely with each of my clients to ensure I provide comprehensive financial advice and help them secure a better financial future. I am extremely proud to say that many of my clients have come through personal recommendations and believe this is testament to the trusted and long-standing relationships I am able to develop with my customers and within my community.
I pride myself on the quality of the financial advice I provide and my ability to tailor my recommendations to each and every client’s individual needs, by listening and understanding my client’s financial goals and priorities.
I work with both individual and corporate clients across the spectrum of financial services we provide, but specialise in investment planning & retirement planning. I am available to each of my clients whenever they need me and like to regularly revisit each of them to ensure their planning remains the best solution for their individual needs in the light of the regular changes to legislation or tax laws.
I am based in North Hampshire and work with clients far and wide, traveling to meet them in either their homes or workplaces. When I am not working you will regularly find me spending valuable time with my two children exploring the coasts and country sides.
Why not get in touch today on 01483 654135 to find out more and book your FREE initial consultation.