With 15 years experience in Financial Services with Standard Life and latterly Prudential/Vitality, I
have always been able to provide a tailored service to each individual client.
Understanding that no two people’s lives or financial situation are exactly alike, it is important to
tailor-fit a personal plan to suit each individual client’s goals and needs.
My clients expect me to do the very best for them in all aspects of financial planning; be that
medium and long-term investment, pensions, savings and estate planning in the most tax efficient
and cost effective manner.
Impartial and individual advice is essential to maintain integrity and professionalism at all times.
Qualifications in Financial Services:
CISI Level 3 – International Certificate in Wealth & Investment Management
CII – AWF – Award in Financial Planning
CII – IF7 – Healthcare Insurance Products
Member of Chartered Institute for Securities & Investments.
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