Work with vetted and trusted Advisers

Mortgage Director for House Therapy Ltd with 37 years of client focused advise. Experienced Mortgage Professional, both residential and BTL plus access to whole of market for lenders. Protection & Specialist Referrals for life, Critical Illness and Income protection, for your family and mortgage.

I am a whole-of-market Financial Adviser with over 30 years' experience in financial services, specialising in pension planning, investments, mortgages and protection. I provide independent, tailored advice to help clients build, protect and manage their wealth at every stage of life, taking a straightforward and personal approach to finding the most suitable solutions for their individual circumstances.

We are Independent Financial Planners specialising in generational wealth transfer for families with vulnerable & SEND children. My focus is driven by lived experience. Married for over twenty years with a teenage autistic son, I know standard advice often ignores the complexities we face, such as funding our child's life when we are not around. We built Broadshield t to provide the exact financial guidance my family needed. I am proud (& a little sad) to be the only financial adviser on the National Autistic Society directory. With more than 25 years as a senior business executive, I am equally comfortable with business owners to ensure they have the structural safety nets in place to survive various storms. Whether securing a vulnerable child's future or protecting your life's work for you & the next generation, our role is to cut through complexity & provide absolute financial clarity.