About me

With experience in financial services and banking since 2005, I provide a personalised Financial Planning and Wealth Management service; offering tailored independent impartial advice across the whole of the market.

As a forward thinking, proactive adviser, I can provide both corporate and private advice with a holistic financial planning solution to meet all of life's goals. Whether you have a complex investment portfolio, or simply wish to plan for a comfortable retirement, I will take the time to understand your short and long-term objectives, before offering a personal approach to generate a solution that is exclusively yours. I will then continue to offer guidance and reassurance throughout your relationship with a view to becoming a trusted and long-term adviser.

I pride myself on being friendly and approachable and providing advice that is clearly explained and simple to understand, along with offering a reliable, consistent and continuous service. I am passionate and committed to supporting and serving my local community, providing long term value and making a lasting positive difference in both my client’s and their families lives.

When not working, most of my time is spent at swimming pools across the country, as my daughter swims competitively and is like having a second full time job. When there is some down time from swimming I try to get a couple rounds of golf in where I can.

Location

South and West Wales