“Providing guidance on important financial decisions.”
I have always been interested in finance, having gained a BA in Accountancy. My passion for the field drives me to provide exceptional service, always putting my clients first. I am dedicated to helping individuals achieve their financial goals by offering tailored solutions, expert advice, and a commitment to excellence in every interaction.
I specialise in the following:
- Financial planning
- Inheritance tax and estate planning
- Investment planning
- Protection
- Pensions planning including approaching retirement, and post-retirement planning
- Savings and investments
- Tax planning
- Trusts