About
As an experienced financial planner, with over 20 years advising clients, my role is in helping you to establish your financial priorities. As an Independent financial advisor, I offer the full range of financial products and services.
I am able to research the whole market place, on your behalf, to ensure your money is being maximised. Whether this means ensuring your investments are performing as they should and are in the best place for you, or seeing whether I can identify cost savings on your life assurance and protection arrangements.
Maybe you’re just starting out and looking for help in financing your first home, perhaps you want guidance in making your hard earned accumulated money work better for you or are concerned in ensuring your salary and your family are protected should an unforeseen situation occur. So if you’d like to find out more about how I can help you, please get in touch using the Contact section, to arrange an initial discussion.
• Mortgages
• Investments
• Protection
• Pensions
• Savings
• Inheritance Tax
• General Insurance
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE, YOU MAY GET BACK LESS THAN YOU INVESTED.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ON TAX PLNNING.
I am able to research the whole market place, on your behalf, to ensure your money is being maximised. Whether this means ensuring your investments are performing as they should and are in the best place for you, or seeing whether I can identify cost savings on your life assurance and protection arrangements.
Maybe you’re just starting out and looking for help in financing your first home, perhaps you want guidance in making your hard earned accumulated money work better for you or are concerned in ensuring your salary and your family are protected should an unforeseen situation occur. So if you’d like to find out more about how I can help you, please get in touch using the Contact section, to arrange an initial discussion.
• Mortgages
• Investments
• Protection
• Pensions
• Savings
• Inheritance Tax
• General Insurance
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE, YOU MAY GET BACK LESS THAN YOU INVESTED.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ON TAX PLNNING.
