I’m an Independent Financial Adviser, with over 20 years experience of providing the highest quality of advice to clients of all ages. Currently I am operating under Tavistock Partners UK, with my main goal being to provide clients, both new and existing, with a friendly, jargon free service. I hope to provide the help they need to achieve their financial aspirations and goals.

I can provide advice in retirement planning, both before and after retirement, as well as savings and investments. I am also passionate about protection and believe it to be the cornerstone of financial planning. 

In addition, I am able to advise on mortgages, and am qualified to give advice on equity release, will writing and estate planning. 

I’m based in Porthcawl, but cover the whole of South Wales and beyond, and can arrange meetings via video link if required. 

Away from work,  I’m married with teenage children, and a keen sportsman. I’m planning on completing an Ironman Triathlon, hopefully in 2022.

Find out more information about me and my services in the below article: 

https://issuu.com/seasidenews/docs/seaside_news__april_web_1b345e71e920e5