My successful career spans 20 years within the financial services sector.

I specialise in the areas of Investment and Pension Planning, and Protection Planning. My experience is also complemented professionally by having completed the Chartered Banker, Diploma in Investment Planning in 2011.

I am a member of the Chartered Insurance Institute, the Chichester Chamber of Commerce and the First Friday Network.

• I take the time to listen and learn about my client’s circumstances and aspirations;
• My advice will be tailored to each client;
• I will explain clearly and with minimal financial jargon, my recommendations along with outlining the next steps;
• I will provide accurate insight into managing risk versus potential returns
• I provide clear, sound and trustworthy advice in a timely manner.