- Pension Funding
- Taking Pension Benefits
- Chartered Financial Planner
- Pension Transfers
- ‘At Retirement’ Planning
- Investment Planning for Individuals
I have over 30 years experience in retail banking and regulated financial planning to individual and commercial clients. Throughout my career, I have come to understand the importance of treating each client as an individual with their own set of circumstances, priorities and objectives. To this end, I strive to provide individual financial planning solutions to meet each clients individual needs with a view to lasting relationships to ensure successful long term outcomes.
Away from my desk I enjoy more physical pursuits including running, having completed the London Marathon in 2019.