Apart from arranging residential, buy to let and commercial mortgages, I have advanced qualifications in Pensions, Taxation and Trusts.

I have used this knowledge to help high net worth clients and business owners to improve the tax efficiency of their estates, businesses and themselves. By utilising my services you will have access to a wide range of knowledge to realise your financial planning objectives.I gained my experience by working for Life Assurance companies and Banks where I provided an Independent Financial Advisory service to people of all backgrounds.

My ethos is:

• to offer advice to my clients which I would take on myself if I was in their circumstances.
• develop long term ‘Win-Win’ relationships.
• provide holistic solutions where possible.

If you value quality advice, then arrange to meet me to discuss the ideas you have for your future and discover how financial planning arrangements could help you on your way.