I absolutely love my job! I am a people person; I work tirelessly for my clients to provide them with the best possible advice aiding them to make plans for their future. Nothing is more satisfying than seeing people achieve their goals and aspirations. I treat clients as my wider family circle and treat them with the respect and love they deserve.
I have sound knowledge in investment planning, mortgage planning, retirement planning and inheritance tax solutions. I love the fact that the relationship I build with clients is ongoing, that way you get to build advice around their current circumstance and they have someone that is a constant in their lives. You become part of the family.