After working in the financial industry for over a decade I have witnessed first-hand examples of the finest advice given, but unfortunately, all too often the utmost negligent.

I want to provide clients nationwide with the best advice to assist with planning for their future and protect you from the risks posed by the current markets and potential life events. Alongside this, it is an objective to simplify the investment process and make it easy to understand, so you know exactly where you stand at any given time.

In the modern world of Zoom and Microsoft Teams, I still prefer the opportunity to meet people face to face as this creates a more comfortable and relaxed atmosphere. Meeting face to face will give you the chance to get to know me personally and allow you to gain an impression and level of trust that cannot be achieved via an online meeting. When meeting you for the first time I will take the time to listen to your concerns, appreciate your current situation and obtain an understanding of what you want to achieve.

Financial decisions can have an impact on a whole family, so I am happy to arrange meetings on a one-to-one basis, or as a family unit

I recognise that everybody will have their own individual needs. Therefore, I dedicate myself to appreciating your personal situation before making recommendations, and ensure you have a full understanding of any products being advised upon before they are arranged.

As an independent financial adviser, I have access to the whole of the market and receive no incentive for using any investment strategy over another, so I can tailor any advice so it will always be in the best interest of an individual.