With over 19 years’ experience in Financial Services, I work collaboratively with each of my clients to ensure I provide comprehensive advice and help them secure the financial future they are looking for. 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 advice I provide and my ability to tailor my recommendations to each and every client’s individual needs, by taking particular care to listen to my client’s goals and priorities.
I work with both individual and corporate clients across the spectrum of all need areas, 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 law.
I am based in North Hampshire and work with clients far and wide, travelling 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.