I am committed to providing a first class service to my clients while using my experience as a financial planner to help them build and protect their wealth for themselves and their family.
Background
As a chartered financial planner and Fellow of the Chartered Insurance Institute, I have more than 20 years experience advising individuals, families trusts and businesses.
Having developed my career working within private banking and then with a national accountancy firm I am now responsible for the growth and development of the financial services business within Ware & Kay.
I pride myself on working closely with clients to help them identify their financial priorities and build a strategic financial plan to help them achieve these goals.
Working with professional partners within Ware & Kay Solicitors I am able to complement and build on the services they offer to clients.
