After a successful career in retail management for major multinationals, I made a leap into financial planning, bringing a sharp eye for detail and a genuine passion for helping people plan ahead. Apart from a Diploma on Financial advice, I hold a qualification in pension advice and planning. I specialise in guiding clients through retirement planning with clarity and confidence. Outside of work, I am in church, on a tennis court or in deep concentration over a game of scrabble.
I advise on
Pension Planning
Retirement planning
Investing
Protection (Insurance)
Private medical insurance
Accreditations
Diploma for Financial Advisers (DipFA)
PETR
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