Based in Benfleet, Essex, I provide financial planning advice to both personal and business clients within the South East Essex area.
I have worked in Financial Services for over 37 years and for the past 16 years, I have been advising both personal and business clients on retirement planning, investment planning and protection planning.
I have been a Chartered Financial Planner since 2005 and am also an Associate of the Chartered Insurance Institute and an Associate of the Personal Finance Society.
Being a Chartered Financial Planner demonstrates my high level of professional commitment and expertise.
My commitment is to ensure that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I apply to developing solid, long term relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
I have been married for 31 years and have three children.
Outside of my business, I enjoy sporting activities and am a keen golfer.