I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you.

I specialise in providing Independent Financial Advice to those people who:

• Want to plan for their retirement; a financially secure retirement doesn’t happen by accident. I’ll use my financial planning experience to build you a plan that will allow you to finish work on your terms

• Want to retire now; there’s more to life than the 9-5. If you’ve reached a point where you want to stop working, I’ll help you plan your finances to ensure you can do everything you want to in retirement

• Have money to invest; whether it’s money you’ve only recently come by, or capital you’ve had for a while, my advice will ensure it is managed carefully to achieve your objectives

• Are getting divorced; I’ll lend a sympathetic ear (and sometimes a shoulder too!) to help you rebuild your financial life following a divorce or separation

Our services
Listen.

We were all given two ears and one mouth; I firmly believe that they should be used in that proportion.

Once I have listened, I’ll produce a financial plan designed to meet your objectives. That plan will be produced using my knowledge, skills and experience, as well as the latest financial planning software.

Finally, I’ll make sure the plan is reviewed on a regular basis to ensure it stays on track to meet your goals.