I am an Independent Financial Adviser living in the Weston- Super-Mare area with my family. I started out in the financial services industry in 1994 following an Economics degree. My roles have included working as an assistant fund manager, an investment researcher as well as writing articles for the financial press and advising other IFA’s on technical issues.
My preferred occupation is as an IFA as I am passionate about what I do and want to spread the word and empower people. Money can’t buy you happiness but it can give you freedom and choices in life. I believe whether you have a lot or a little you can make a huge difference by getting good advice along the way.
I am completely independent and not tied to any bank or panel of companies so I can work for you which is important. I deal with all areas of financial planning including Pensions, Investments, mortgages and protection. I also do wills, trusts and probate work and am an associate of the Institute of Professional Will writers. My specialist area is pensions.
I can help you by giving you the information you need to allow you to make informed decisions. I will explain everything in a way that is clear and jargon free. Together we can move you forward to where you need to be.
I work on fees or commission whichever you prefer. You can call me to book a free initial no obligation review meeting at your home or one of our offices daytime or evening on 07788 418347 or 01934 518641. I look forward to hearing from you.
