I am an experienced Financial Adviser, with over 27 years industry experience. I help individuals and businesses to remove the complexities of building a financial plan and focus on delivering exactly what you are looking to achieve. Excellent client service is paramount within our business plan and I understand that no two clients are the same. I therefore provide all advice in a friendly, face-to-face manner and take great care to fully understand your specific needs, objectives and priorities. This also allows me to get to know you a little better, so I can provide you with a solution, which is truly tailored to meet your own individual circumstances. I can provide advice for all your financial planning needs, with some key areas of focus being:• Pensions & Retirement Planning – Providing you with a secure financial future.• Savings & Investment Planning – Helping your money work hard for you.• Financial Insurances & Protection – Making sure you and your family are looked after, should something unexpected happen. Based in Leeds, we are working closely with clients both locally and nationally.If you would like further information, please message/connect with me, or visit www.treetopsfinancialplanning.co.uk for additional detail on services and how to get in touch. The value of your investment can go down as well as up. You could get back less than you invested. Treetops Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP APPROVED 03/04/2024