I have been an Independent Financial Adviser since first joining DTE in 1993. I am a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, the highest level of Professional qualification awarded by them.

My advice is built around a deep understanding of each client’s goals, values, and circumstances, and is delivered with integrity, transparency, and a long-term perspective.

I work with individuals, families, and business professionals across areas including retirement planning, Investment strategy, tax-efficient Wealth Management, protection, and estate planning.

Outside of work I keep fit in the swimming pool, I like travelling and supporting my local football team Bury fc (The Shakers).