About:

I have worked in financial services for almost 30 years primarily for a large global bank.

In that time, I have worked in all areas of personal finance from mortgages to investments.

My mission is simple: Provide access to high quality financial planning to help you organise, understand and plan for your financial future.

Provide access to high quality financial planning for people who are either nervous in taking that first step or feel it’s too expensive for them. Your finances are really important and doing nothing for fear of doing something wrong is one of your biggest risks.

Doing nothing is your biggest risk. Don’t let lack of time or knowledge stop you and it won’t cost a lot, I promise’

My proposition is simple: I don’t sell any products such as pensions or mortgages but I can help you understand what is available out there, alongside helping you identify how to achieve your specific goals.

I don’t pay or receive commission from 3rd parties so there is no conflict of interest. Introductions I make are because the companies I work with share my values or are excellent providers of their products.

My fees are simple: A fixed hourly rate agreed upfront after our initial meeting and capped at a maximum.