I enjoy helping people make sense of their finances, especially helping them to build long-term strategies to achieve their financial objectives.
I have always had a passion for helping people, and an interest in financial matters. My education and experience in the financial services industry have allowed me to specialise in arranging defined benefit transfers, managing inheritance tax and retirement planning for my clients.
Working together to develop a long-term relationship is vital, as giving financial advice is a continuous process and best done by us building trust and understanding.
I can help you with:
- equity release
- financial planning
- general insurance
- long-term care
- pension options at retirement
- pension planning for retirement
- savings and investments and
- trust and estate planning.
Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice which will depend on the amount you are looking to borrow, your requirements and circumstances.
Past performance is no guarantee of future returns and the value of investments and the income they produce can fall as well as rise. You may not get back your original investment and you may lose all your investment.
Accessing pension benefits early may affect levels of retirement income and is not suitable for everyone. You should get advice to understand your options at retirement.
The Financial Conduct Authority does not regulate taxation and trust advice.