I am passionate about financial planning and helping people to "Live Differently" whether that be on a similar path, but with the confidence from knowing future plans are realistic, or helping people through major changes such as transitioning into retirement or changing direction in work life.

I have a Masters Degree (MSc) in Wealth Management and I am also a Fellow of the Chartered Insurance Institute. I also hold the title of ‘Chartered Financial Planner’ which is widely accepted as the ‘gold standard’ for professional planners.

As one of the most qualified Advisers in the UK, I believe the number one concern a potential client should have is the interest level an adviser has in you, your family and what you want to do now and in the future.

I particularly like helping clients structure their income in retirement. I like the problem solving element of minimising marginal tax combined with the planning element of considering longer-term future lifestyle needs with emerging plans and responsibilities.

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The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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