I have been in financial services for over 35 years, giving specific client advice for the last 25 years, and I have previously worked in both Corporate and Retail banking. This wealth of experience helps me to understand the needs and goals of my clients, which allows me to deliver a truly holistic approach to financial planning, tailored to their objectives; now and into the future.

I’m qualified to Chartered level in Later Life Planning and, whilst I specialise in giving advice in this area and to vulnerable clients, my advice covers all areas of individual and business wealth management, including investment planning, retirement planning, protection, long term care, inheritance tax and succession planning. I also work closely with other professionals, such as solicitors, accountants, and other financial services specialists, to ensure that my clients receive the best ongoing advice available.

After working for more than 30 years in employed roles, in a male dominated profession, I decided I would launch my own business and set up my own practice in June 2019.  I now have two more ladies; Helen and Catherine,  working in the business with me and I believe we offer a different perspective and approach to financial planning which makes it more accessible for everyone.