With over 20 years of experience and with many professional
connections I am able to offer my clients a Comprehensive and ongoing
Financial Planning and Review Service. I will help you to live the life
that you want to live by making your money work for you.
I am professionally qualified and hold the Chartered Insurance Institute
Diploma in Financial Planning and I am a Certificated Member of the
Mortgage Professionals Society for Mortgages and Equity Release.
We always offer our clients the option of paying a fee, set at a fair
and reasonable level, for our services and advice - leaving the choice
of how we are remunerated in their hands.
Our promise is to be open and honest in all our dealings with our
clients and always act in their best interests. Please see the
recommendations from some of my clients below for their opinions.