About us

I put my clients at the heart of everything I do.

My emphasis is on building and maintaining long-term relationships with all of my clients with a view to providing a trusted source of advice over the years to come. I always put the interests of my clients first as my future success depends on how well I advise my clients and that level of satisfaction may be judged by the fact that nearly all new clients now come to me as a result of personal recommendation. 

My advice covers all areas of Wealth Management including Retirement Planning, Financial Protection against death, long term sickness and critical illness, Investment Planning, Inheritance Tax Planning and Mortgage advice.

Your home may be repossessed if you do not keep up repayments on your mortgage