I am a multi award-winning, highly qualified and very experienced whole-of-market independent financial adviser/Chartered Financial Planner from Malvern, Worcestershire. I personally specialise in: Inheritance tax planning and trusts, Investments and Pensions including pension sharing and drawdown and finance planning for long-term care.
I provide a high quality service to a small select amount of clients and see my clients on a regular basis to ensure that their plans are tax efficient and performing well against pre-determined benchmarks. I also keep my clients up to date with all legislation, tax and law changes.
There is no cost for my first consultation and I have a clear charging structure being up-front & honest about my charges, which can be either fees or commission, depending on the area of advice.
I became a Chartered Financial Planner in 2011 and obtained my Diploma in 2009.
I have contributed to both BBC Hereford & Worcester Radio and Radio Wyvern programmes.
My interests outside of work include football (a mad Liverpool fan), music (various tastes), snowboarding (only once a year unfortunately), golf (badly), comedy (watching) and classic cars.
