About Me

As a Certified Financial Planner with over 28 years of experience, I have helped countless individuals and families achieve their financial goals and build a secure future for themselves. At Progressive Financial Planners, our mission is to help our clients identify what their ideal life looks like and to create a roadmap to help them get there.

We understand that everyone's financial situation is unique, and that's why we take a personalized approach to financial planning. Whether you're looking to plan for retirement, save for your children's education, or simply manage your finances more effectively, we can help. Our team of highly qualified professionals has the expertise and knowledge to guide you every step of the way.

At Progressive Financial Planners, we believe that education and training are essential to providing the best possible service to our clients. That's why we are committed to constantly staying up-to-date with the latest trends and developments in the world of finance. Our founder and director, has sat on several advisory boards, has been recognized as a thought leader in the industry and is highly respected by his peers.

We also believe in the importance of communication and collaboration. We work closely with your accountants, solicitors, bankers, and other advisors to ensure that we are all on the same page and working towards your best interests. This collaborative approach has proven to be highly effective in achieving the best possible outcomes for our clients.

We take great pride in the fact that the vast majority of our clients come to us through word-of-mouth referrals from satisfied clients and other professionals. Our dedication to customer service and our commitment to helping our clients achieve their financial goals is what sets us apart from other financial planning firms.

If you're looking for a financial planner who will work tirelessly to help you achieve your financial goals and create the life you've always dreamed of, look no further than Progressive Financial Planners. Contact us today to schedule a consultation and take the first step towards a brighter financial future.