A bit more about me
I am a Chartered Financial Planner, with more than 12 years experience in financial planning.
I specialise in designing and implementing financial, tax and investment planning strategies. Many of my clients are retired and clients in later life, Attorneys or Deputies. Generally the advice they require covers income in retirement, investment advice, planning for the cost of long term care, estate planning and tax planning.
I am also experienced in providing financial planning and investment advice to compensation recipients and Trustees.
I believe strongly that charging for our services by pre-agreed and generally fixed fee basis rather than providing commission based financial advice. I believe that this provides clients with a transparent, value for money service, which both facilitates the formation of a long-term professional relationship and enables me to represent their best interest free of any potential conflict of interest.