Chartered Financial Planner

Tel: 07805 940846



Overview : I have worked within Financial Services for over 34 years, spending the majority of that time providing financial advice to clients, many of which remain clients today.  Having worked within the banking industry as an adviser and area manager I made the jump to running my own business in 2012.

Specialising in retirement planning and investments I have attained Chartered standard and enjoy working with my clients to support them in making those important decisions in life.

Being a member of the Chartered Insurance institute and Personal Finance Society I have the attained the following qualifications :

  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Equity Release
  • Award in Pensions Update
  • Certificate in Mortgage Advice
  • Certificate in Life and Pensions
  • Award in Long Term Care Insurance
Unbiased Adviser

Approver Quilter Financial Limited – FRN 497604 (10th November 2023)