More than 20 years of advising clients in all manner of matters relating to finance. I have held a variety of 'specialist' roles over the years but the most joy I have and bring comes from general practice, helping people to achieve a range of objectives with sometimes complex and competing priorities. I believe the life we desire and the things we value most should be at the heart of financial decision making and the right products, sourced independently, should be built around this.Areas I can assist with:* Education and Awareness through delivery of bespoke workshops* Structure, Financial Forecasting and Financial Planning* Investment Management* Retirement Planning both saving for retirement and income strategies at and into retirement* Tax planning* Disaster planning using insurance products* Legacy planning, particularly inheritance tax planning* Trustee Advice* Corporate and Charity Investment AdviceI have built a network of experts around me who can help in areas that may require specialist advice.If in doubt as to whether I can help, do not hesitate to contact me.