I use my expertise to advise my clients on a wide range of financial planning issues. I specialize in providing bespoke solutions for pre and post retirement planning, saving & investments and Estate Planning. Whether that's growing wealth for retirement or safeguarding and preserving assets for future generations.As an Experienced Chartered Financial Planner and Fellow, I hold the level 6 Advanced Diploma in Financial Planning. I have a demonstrated history of working in a regulated financial service role for over 20 years, I am skilled in Retirement Planning, Tax planning, Investment Advisory, Mutual Funds, Business sales, Financial Planning and Investments, as well as advising clients through all stages of the life cycle.