The Cotswolds’ Premier Independent Financial Adviser
Helping you to navigate retirement and investment strategies with confidence by providing bespoke solutions
Expert advice, lasting peace of mind
With more than 35 years of experience in the financial services profession, I am a safe pair of hands. Working with people throughout the West Midlands, Cotswolds and Home Counties, I’m here to make real and lasting changes to your finances.
However, what sets me apart is that I treat every client as if they are family and make it my mission to understand your needs and goals for the future.
Your partner in financial freedom
I specialise in guiding people through the financial landscape before and after retirement. I also assist individuals with investments, savings strategies, wills, trusts and Lasting Powers of Attorney.
Helping business owners is also high on my radar, and I work with them to implement relevant protection, help them take money out of their business tax-efficiently and advise on personal and professional matters.
The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
The Financial Conduct Authority does not regulate care fee planning, wills, trusts and power of attorneys.