My entire career has been in financial services working in Edinburgh, London, Bristol, Southampton and now Fleet. I have had a diverse career, central to every role is helping individuals make better financial choices to achieve their goals and aspirations.
I have worked my entire career in financial services. I’m settled in Fleet Hampshire with my young family. I have worked in Edinburgh, London, Bristol and Southampton and consequently while my clients are clustered in central southern England, they are also spread further afield. I believe geography is no longer a limiting factor to providing first class financial planning service.
What do I do? Simply, I help individuals and business owners make their money work as hard as they do, save tax efficiently and protect themselves and their families. I help you to define what your future looks like and explain what you need to do today to make your future dreams a reality.