I have over 30 years of experience within the financial services industry, specialising in investments, pensions and inheritance tax planning.
My career began working for two major investment groups before becoming a Financial Adviser in 1987, when I gained invaluable experience helping my clients to make better financial decisions. My experience in the financial planning industry allows me to support clients with sound financial planning advice, ensuring attention to detail and helping to bring good client outcomes
I specialise in investments, pensions and inheritance tax planning. I am designated as a qualified pensions transfer specialist, so I can advise you on the most suitable option for your defined benefit or final salary pensions.