With over 20 years experience in the Financial Services profession, I provide comprehensive advice to both personal and corporate clients.
I am a member of the Chartered Insurance Institute, hold the Diploma in Financial Planning (Dip PFS) and am also a qualified G60 Pension Specialist. As an experienced Financial Adviser, I provide clients with solutions across all areas of financial planning including pensions, investments, savings and protection.
As a specialist in the area of pensions, I provide comprehensive advice with regards to all types of pension including personal pension plans and corporate pension schemes.
Specialisms: financial planning, personal and corporate pensions, investments, protection.