Meet our advisers

About me

I am a Diploma qualified Independent Financial Adviser with experience working within the Banking and Financial Services sectors since 1989.

I am extremely customer focussed and enjoy building long term, lasting relationships with my clients. My approach has always been to take the time to really get to know and understand my clients personal and financial goals and working closely with them to create their own bespoke financial plan.

I thoroughly enjoy every aspect of my role, always keeping my clients best interests at heart and helping them to achieve their financial aspirations.

Away from work, I enjoy downtime with my family, and whilst I don’t ride myself, most weekends are spent looking after our horse.

Location 

Staffordshire