Thank you for viewing my profile.I listen, question and challenge my clients to ensure that we both understand what truly matters to them. We then create and implement their Lifetime Financial Plan to help them to achieve the future they want. I draw on the expertise and experience of Tilney to manage, evolve and regularly review their plan over the long term. By engaging with us early on, we are able to evaluate a client's situation and provide an overview of how and at what stage we can assist. This allows us to add as much value as possible and ensure that nothing is overlooked.I have a specific interest in and considerable experience of advising individuals who have received substantial awards as a result of personal injury or clinical negligence. I am passionate about helping you with the following areas:• Preserving your wealth• Protecting your family and loved ones• Inheritance tax (IHT) planning – Planning for your family’s future• Investment management - Making the most of your investments and savings• Retirement planning advice - when can you afford to stop working?• Advice at retirement - The mechanics of retirement, what are your options?• Planning for care needsI have over 25years of experience in the Financial Services Industry. In the past I have helped various people including:> Claimants and their representatives> Court appointed deputies> Court of Protection teams> High-net worth individuals> Business owners and entrepreneurs> Individuals at or near retirement> Trustees> Lottery winnersI am looking to help individuals achieve their financial dreams and aspirations and avoid their worst nightmares, so please drop me a line or connect with me if this applies to you or someone you know.When I am not working I enjoy spending time with family and friends, walking our English Springer Spaniels as well as various sports and travelling on my motorcycle.