Why choose me?

I am a fully qualifed Independent Financial Adviser with over fifteen years experience in providing solutions for clients. My area of specialism is the world of pensions especially the area of pensions and divorce  and as a pensions adviser for the medical professions. I have a wealth of experience in planning for retirement.

I am able to guide you through every aspect of financial planning, helping you to establish your goals and ambitions and create a plan that will help you achieve your objectives. This will be unique to you and  flexibility will be built in to match changes in your future circumstances. I also offer reviews to maintain your plan's relevance to you and all your family.

I can offer specific written reports in the areas of pensions including Pension Sharing and Final Salary Pension Transfers together with other areas of finance such as advice  on investments, trusts and inheritance tax planning together with mortgages (includingin calculations for potential borrowing).

Services

Whether it's a matter of protecting the family or planning for your financial security, I design your financial plan for life, regularly reviewing your goals and circumstances to ensure that we achieve your objectives.