I help clients to plan for their financial future.I use Cashflow Modelling to show how their retirement / future can potentially look with their current savings and investments. I help clients to review their current pension and Investments to make sure they remain cost effective and the most appropriate investment for them. I ensure we keep all pensions and investment tax efficient as possible and reviewed them regularly to make sure we can achieve our plan.

I specialise in private client advice to business owners, directors and the retired. I provide specialist advice to clients on managing their money in the most profitable and secure way. I have a keen interest in giving investment advice in relation to pensions.

We are an Independent Wealth Management Firm covering all areas of financial planning such as Inheritance Tax Planning, Investment Portfolio Management and Retirement Planning. My area of expertise is private client investments, retirement planning and key person protection.

I provide clients with Independent Wealth Management on the following areas;Inheritance Tax PlanningInvestment Portfolio Management Retirement Planning Personal Injury Trust InvestmentsCorporate Financial Planning

As a Private Banking Manager I manage a portfolio of HNW individuals and a number of Trusts. I offer a broad range of holistic Wealth Management and bespoke Lending. I have expert knowledge in Banking, Private Lending and Wealth Management. Banking – I can offer bespoke Current Accounts, Instant Access Savings and Fixed term bonds including Market Linked Deposits.Private Lending – I have experience in residential lending, Home Mortgages and Buy to Lets. I can offer Bridging facilities for property purchases through our flexible account. I am experienced in leveraging against Investment Portfolios for family gifts or property purchases. Wealth Management – I have access to Discretionary Fund Management through our Investment Portfolio Service. We also offer full financial planning in Inheritance Tax Planning, Trust Management through our specialised Trust Centre and Pension Planning. I have a Diploma in Regulated Financial Planning (Dip PFS), Diploma in Specialised Lending and Certificate in Mortgage Advice and Practice (CEMAP). SpecialtiesWealth Managment, Business Development, Private Banking Lending and Private Banking

I actively managed a portfolio of SME offering advice and a range of lending / banking products.