Whatever you are looking to achieve, I am here to help you every step of the way with expert, qualified advice. I am a Chartered Financial Planner, and a Fellow of the Chartered Institute of Securities and Investments. I also hold the advanced financial planning and pensions advice qualifications. I help my clients to achieve their long-term goals by putting a financial plan in place and provide solutions for business owners, self-employed, families and retirees. 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 advise clients on a range of financial planning needs and products including pensions, investments, protection, cashflow planning and inheritance tax. Outside of work I enjoy spending time with family and friends, keeping fit and travelling to new places.