I have been in the financial services industry for over 30 years and bring integrity, a wealth of experience and professional knowledge. Running my own Independent Financial Adviser practice enables me to provide expertise and enhanced investment advice, administration and forward thinking technology to assist all clients .
Through trust, I have built long term relationships with my clients, really respecting and listening to their needs and therefore assisting them achieve their financial aspirations. I have been described by clients as working with them in a friendly relaxed manner, whilst providing clarity and unraveling the complex world of financial services. This is backed up by my sincere positive client testimonials which you can view by clicking HERE.
I was very pleased to have received an Award of Excellence as I am rated in the top 0.5% of financial advisors in the UK, by VouchedFor.co.uk. My reviews can be found here together with my testimonials page.
By providing a number of free training seminars through my association with Southern Entrepreneurs, I have been able to support local small businesses. I also work with secondary schools to assist teenagers with the transition from school into employment. In addition, I am the Vice President of Education of Solent Speakers who are part of Toastmasters International. Toastmasters help people in a supportive environment, to become more confident in public speaking.
In my free time, I enjoy spending time with my family, walking our two dogs in the forest, playing golf and fishing.
As a member of the Institute of Professional Willwriters my expertise enables me to provide advice on Wills, Lasting Powers of Attorney, Probate, Trusts and Estate Planning.
Tel: 01329 833152
Clients are treated as individuals and we provide comprehensive financial planning, wealth management services and estate planning. We aspire to help individuals, trustees and organisations to achieve their financial goals.
We are committed to helping you to manage your wealth in a way that reflects your own personal circumstances. Putting you at the centre of everything we do is one of the core principles that enables us to run a genuinely client-focused business.
By engaging us as your Financial Advisers, you can assure yourself of regular financial reviews and access to new ideas bought to you by the team.