Who I work with
I help people get to where they want to be financially, providing clarity and confidence along the way.
Planning for retirement
You never thought the time would come, but you’re now seriously thinking about your future and stepping away from the world of work. But you don’t have to make these life-changing decisions alone. I’ll support you and help you prepare for the next stage of life.
Retiring now
Retirement is a time to be enjoyed, but money worries can sometimes get in the way of that. What you need is someone to tell you that you do have enough and to create a plan to see you through retirement. Whatever questions you have, I'm here to help.
Already retired
Everyone’s idea of retirement is different – you may still maintain a role in your business or perhaps family time is your top priority now. I will work with you to get your finances in check and help you with making the most of your money while creating a legacy.
Business owners
Life as a business owner can be complex as you take on various roles and are responsible for your staff. Sometimes your own financial needs take a backseat. I will advise you on your finances at work and at home so you feel in control.
People looking for a mortgage
Alleviate the stress that comes with moving home or remortgaging by talking to an independent planner. I search the whole of the market to determine which mortgage product will best suit your needs and objectives. You and your family can look forward to this next chapter knowing everything has been taken care of.
Your property may be repossessed if you do not keep up repayments on your mortgage.