I have been working in Financial Services helping people for over 30 years and an Independent Financial Adviser for 18 years. I specialise in Investment and Retirement Planning and believe in the importance of a strong client/planner relationship. Client outcomes are at the centre of everything I do.
My philosophy for Financial Planning is quite straightforward – everything I do is designed to help my clients achieve their personal financial goals in the short, medium or longer term. That means anything from how to finance pressing short-term objectives to building up a fund for a comfortable retirement. Of course, things change along the way, so an ongoing relationship with regular reviews is vital as well. This is why I do this job – If you are one of my clients then my success is based on your success.
Occasionally I work with the media contributing articles and opinions and I have in the past worked with the BBC and Channel 4 as well as The Money Channel and Bloomberg TV. I am a strong believer in social justice and I believe mastering your financial affairs is a major step towards taking control of your life and creating opportunities for personal progression.