With over 17 years in financial planning I have a portfolio of successful clients who are able to maximize their current family and business goals, by providing immediate and long term strategic planning. Many of my clients are busy professionals and Company Directors who do not have the time to manage their financial affairs effectively.I offer my clients advice and recommendation on house purchase or remortgages,capital raising and buy to lets, including clients already with or looking to build a portfolio of properties.I have access to whole of market protection planning to review existing arrangements, I can then provide a tailor made solution to suit my clients needs. My portfolio of clients has grown mostly from recommendations and referrals.I work with an extensive network of professionals from accountants, estate agents, solicitors, insurance specialist, lending underwriters and commercial asset agents.I have excellent experience and a keen interest in working with my high net worth clients and Company Directors whose financial requirements are often complex. My own business acumen and knowledge in working with tax efficient protection planning for business owners and key employees makes this a key element of my client relationships moving into the future.

as an Appointed representative of Sesame I offered strategic financial planning specifically in residential mortgages, remortgages, Buy to Lets and life insurance protection planning.

as an associate partner with St James Place I built my skills and knowledge with the investment and wealth planning available to my clients. This included retirement planning, Wills and Trusts and Long term Investment requirements.

working in a practice under the Zurich Insurance Company I specialised in Mortgage & Protection planning, growing my client base and industry contacts.