About us

I offer an initial consultation either face-to-face or can meet clients at home or at my office in Salisbury and if these locations are not suitable there are a number of serviced offices that can be considered in locations across the UK. Alternatively, I am happy with a telephone meeting or can set up a video call. My clients are my number one priority.

I am a diploma qualified Independent Financial Adviser (IFA) with over 20 years’ experience in the financial services industry and over fifteen years’ experience as an IFA. I work from the whole of the marketplace, ensuring that I find the best solution for my clients without any restrictions. I use first class technology this enables me to ensure that I have up to date programs and systems to find the best solutions in a constantly changing market.

I work part of the time in my office at Salisbury and part of my time at home office in Poole. I specialise in pensions, retirement planning, investment and Inheritance Tax Planning. I pride myself on the close working relationships that I build with my clients, some extending to 15 years.

When you are going to share information about your life and your financial position over a number of years, trusting the people you work with is especially important. I believe in unbiased, independent advice and put my clients at the centre of the work I do. I enjoy meeting people and helping provide solutions to client needs in a world where jargon and choice at times can be overwhelming. I like working with people and value an ongoing relationship with clients to help with their goal setting and assisting with their financial decisions making. I am committed to providing a first class service which include:

• Initial financial review
• Lifetime financial planning
• Investment planning
• Retirement planning
• Tax planning
• Mortgage / Insurance planning