I’m an Independent Financial Planner who enjoys helping clients achieve their financial goals and objectives. I have worked in financial services for over 20 years and specialise in both planning for your retirement and creating sustainable levels of income during retirement so that you don’t run out of money and pass it on tax efficiently afterwards.
I advise employers around employee benefits and have a large amount of auto-enrolment and workplace pension scheme knowledge. Also, I give financial advice on tax-efficient investments for both the short and long-term and make sure that your financial protection matches your circumstances throughout the plan.