I began my financial services career in 1983 with NatWest in a small Yorkshire town called Thorne. Having moved many times since then, I am now settled with my family in The Cotswolds.
The years since the ’80s have seen me move from advising to managing both advisers and managers to going back to what I enjoy best, that of advising and helping clients achieve their financial goals and objectives.
I can advise clients on all aspects of financial planning including protection, pensions, savings & investments, mortgages and inheritance tax planning. And being part of Sterling and Law as an Independent Financial Consultant means that I offer independent financial advice from across the financial spectrum, something that I feel is essential in giving clients the impartiality and very best guidance that they deserve.
I provide a free, no-obligation, initial review and am happy to meet either face to face in your home or office, over the telephone or by video conferencing.
If you have a query for us, please fill in this short form. We aim to respond within a few hours.