A Fellow of the Personal Finance Society with over 25 years experience in the financial advice arena.
I provide my clients with pro-active, holistic financial planning advice and I have particular expertise in the pensions and investment market. One of my specialities is dealing with individuals working in the financial services sector and many of my clients work in the fund management business. I like to use my technical knowledge and experience to help my clients gain a broader understanding of their overall financial position. I also believe in simplicity and I steer clear of complex financial products.
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
What gives you a LIFT?
Playing guitar and piano, writing songs and public performances.