Professional Biography
I love being able to bring certainty to clients that have been previously unsure of what they should do.
How do you describe what you do?
I help individuals plan for their financial future, giving certainty to their plans and helping them make informed financial planning and investment decisions.
What's next for you professionally?
To continue to provide an excellent service to all my clients on an individual personalised basis.
What's an experience with a client that's stuck with you?
I took on a client who was a senior account with a top UK accountancy firm. It transpired that they could have made a critical illness claim 15 years earlier and I helped them through the process of making the claim and ultimately receiving c£180000.
What's your area of expertise?
Individuals from all walks of life looking for specialist retirement and inheritance tax planning advice.
What's your favourite thing about your role?
Being able to bring certainty to clients that have been previously unsure of what they should do and whether they can afford to retire or gift money to their loved ones.
What qualifications and memberships do you have?
- FPFS - Fellow of the Personal Finance Society
- Chartered Financial Planner