I’ve been a Financial Planner for 15 years and have extensive experience in helping clients carefully plan for their retirement, make tax efficient investments and navigate more complex financial challenges such as paying for care home fees. I’m passionate about helping my clients plan for a secure future and have a special interest in helping them invest ethically.
My clients tell me they like my relaxed yet informative approach and as a result I build lasting relationships.
I live in Hertfordshire and also cover London and the Home Counties. However I’m happy to serve clients who live further afield so please get in touch if you would like to discuss your needs!
All initial meetings are at my own expense and give you the opportunity to decide whether you would like to work with me. After that, any fees are agreed up front before work is carried out.
My qualifications include the Diploma in Financial Planning and an Advanced Diploma in Business & Management in addition to specialist qualifications in Equity Release and Long Term Care. I have also obtained the Level 1 qualification in British Sign Language and am currently studying for Level 2. I have been invited to share my knowledge and experience on BBC Radio alongside Sarah Stokes, one of the foremost authorities on pension mis-selling. I am regularly asked to present on Care Fees Planning.
I am proud to be a member of the London Institute for Banking and Finance, a professional financial services organisation.
Outside of work, I’m married and have 3 Children. I enjoy watching sport, keeping fit and learning British Sign Language. I help young children to develop their reading skills by volunteering every week at a local Primary School.
Areas where I already advise clients include but are not limited to: St Albans, Abbotts Langley, Watford, Hitchin, Royston, Bedford, Cambridge, Tring, Berkhamsted, London, Kent, Essex & Hampshire.