Professional Biography
As a Financial Planner, I am entrusted with my clients' personal & financial information, providing my clients with personal advice and support is integral to everything I do.
How do you describe what you do?
My specialism is retirement planning and all areas of later life advice including helping my clients pass down their wealth to their family and helping them meet the cost of care.
What's next for you professionally?
To continue to help our clients and provide them with peace of mind.
What's your area of expertise?
Later Life advice recognised by the SOLLA accreditation
What's your favourite thing about your role?
Working closely with our clients and providing them with the advice they need.
When you're not at work, what's your favourite thing to do?
Spending time with my family.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Later Life Adviser Accreditation (SOLLA)