Financial Planning Consultant with Principle Wealth Solutions Ltd providing financial planning and advice to clients who wish to make the right financial decisions at the right time at the right cost.

As an active member of Cannock Rotary Club I have been involved in a number of activities to raise funds and support local individuals whilst developing fellowship amongst business and professional people in the Ideal of Service to Society

Current group role - my responsibility as one of the group hosts is to welcome members and guests and help members guide guests as to how the meeting runs and learn more about their business and who they would like to be introduced to. Previous group role - As a coordinator at Business for Breakfast is to introduce each member when they deliver their spotlight presentation. In addition I am responsible for recording the contributions made by the group when introducing business to each other and helping guests understand the processes we use so they feel guided and supported when they visit.

I have been involved in financial planning over the past 27 years helping clients recognise where they currently are in life and work, how they arrived at where they are now and where they are aiming for and what they would like to enjoy when they finally reach retirement.The importance of this is to understand what has enabled them to achieve what they have and what may impact on their future plans and how I can help maintain their path towards reaching retirement and being able to enjoy it financially. I'm establishing a business that takes time to provide a service that is bespoke to each individual client as everyone will have a different set of aims and objectives.

I help as a volunteer working as a Business Adviser with a local school. I aim to pass on my skills and experiences of work to help inspire the next generation of young people. Volunteering allows me to mentor, help transform attitudes and encourage young people to open their eyes to the world of enterprise.Proud to be a part of:-WINNERS... County winners from King Edward VI High School in Stafford. May 2017WINNERS...Regional winners from King Edwards VI High School June 2017THIRD PLACED...National Finals from King Edwards VI High School July 2017

I provided financial planning to many personal customers across a network of branches in Stafford, Uttoxeter, Stone, Rugeley, Newport and Market Drayton. Advice and guidance on a range of financial products included investments, savings, life and critical illness cover and income protection.

Whilst working with NFU Mutual I was able to provide financial planning to a client base consisting of 'high net worth' farming, landowners and non core clients including media, teaching and other trade professions. Advice focused on investments, pensions and tax planning.

I initially worked providing advice under the role as an Independent Financial Adviser and then continued when NatWest Life introduced their own brand of financial products. This allowed me to provide help and guidance on life and critical illness cover, pensions, savings and investments.