I have been an Independent Financial Adviser since 2000 and have a broad range of qualifications with The Chartered Insurance Institute (CII), the Society for Trust and Estate Practitoners (STEP) and the Society of Will Writers (SWW).

I am very lucky to work in a profession I find very rewarding and I thoroughly enjoy the creative aspects of estate planning, especially generating ideas for clients and helping them put plans in place which will protect their assets for their own use and ultimately for their family. For one family I look after 4 different generations. It is a very rewarding experience and I have clients from all walks of life and all ages with most of my business coming from recommendations.