As a financial planner, I help client to achieve their long-term goals by putting a financial plan in place and provide solutions for business owners, self-employed, families and retirees. I advise on a range of financial planning needs and products including pensions, investments, protection, cashflow planning and inheritance tax. My approach to planning involves listening to your needs and objectives and presenting a financial plan which is regularly reviewed to take account of changing circumstances to ensure the solution remains on track. I am a Chartered Fellow of the Chartered Institute of Securities and Investments and also hold advanced financial planning and pensions advice qualifications. EQ are a forward-thinking company that have a real drive to make a genuine difference both to the environment and the lives of our clients. Working with like-minded people who are passionate about what they do creates a real sense of achievement. When not at work I like to keep fit running and cycling and enjoy travelling to new places.