I am a fully qualified Independent Financial Adviser covering South and South East Wales as well as Herefordshire and Gloucestershire. I am based in Ebbw Vale and Abergavenny and specialise in providing advice to my clients regarding their monies held on deposit, investments, pensions, retirement, inheritance tax planning, protection (life cover, critical illness cover, income protection), insurances and commercial advice (workplace pensions, business protection). I also provide advice to the teaching profession.

I am also very passionate that, not only as an Adviser,  that it is immensely important to help our children and youngsters with a sound financial knowledge.  I therefore visit schools to present to the pupils a lesson on the basics of finance outside the classroom, as well as a bespoke presentation to the teaching staff.

Having worked in the industry for 25 years and as an adviser for the past 17 years, I have worked for both Chartered Accountants and some of the large UK banks.

I thoroughly enjoy speaking to my clients to assist them to understand their financial position both now and for the future and take pride in providing advice in a clear, friendly and professional way.   I believe it is important to have absolute clarity on the service I provide and my fees and I feel regular reviews ensure that my client’s financial plans are on track.

Will writing and ensuring my client’s properties are owned in the right way is something that is hugely important and it is a subject that I am speaking to more and more of my clients about.

I am keen to help schools and clients in an around Swansea, Bridgend, Cardiff, Newport, The Valleys, Ebbw Vale, Abertillery, Abergavenny, Bristol, Hereford, Worcester, Cheltenham and Gloucester.