I have over 30 years’ experience of providing Financial Advice to clients and I am a member of the Personal Finance Society (PFS). I am based in Brentwood, Essex and provide my Independent Financial Advice services throughout the South East. This includes Essex, London, Kent, Hertfordshire, Suffolk and Norfolk.

My primary goal is to fully understand my customer’s needs and ensure the advice matches those needs. With my experience and knowledge and as an Independent Adviser, I have the whole of the market available, and this ensures that I am in the best position to advise my clients. My main focuses are Investment Planning, Investment Consolidation, Wealth Management, Pension Planning including At Retirement, Inheritance Tax Planning and Protection. I am also able to provide Will Planning and Lasting Power of Attorneys.

I am committed to providing excellent value and choice for my clients and as no client is the same, the advice will be unique to the client. I avoid the use of jargon and have a down to earth approach to ensure clients are kept at ease during any meetings.

Whilst being a representative of Abacus Associates I am essentially working for my clients. I am passionate about providing ongoing reviews for my clients, as this ensures any advice remains suitable due to any potential changes in their individual circumstances, and any legislative and market changes.

I see most of my clients in the comfort of their own homes. Please do not hesitate to contact me should you wish to make an appointment or discuss any aspect of your financial needs.