Financial Advisor
CurrentI have been working in the financial industry for over 24 years and has gained a wealth of experience to help clients achieve their financial aspirations. In light of changes within the financial services industry I left the restrictions of the high street bank to be able to offer a wider choice of tailored made solutions to meet your own specific needs. I pride myself on a friendly approach and will put you at ease and help you understand without using jargon. I offer advice on investments, pensions, protection, mortgages, long term care and inheritance tax planning. My door is always open and you can call for a chat or arrange an appointment at any time to suit you.I always go the extra mile and as one of my clients you can expect me to undertake a practical approach as instructed. I take time to understand my client’s priorities and ensures flexibility within my advice, because situations, whether economic or personal, do change and of course these need to be addressed from time to time.My philosophy is to maintain a proactive approach. My clients trust me and enjoy an on-going relationship, as their financial requirements evolve over the years.
