About Me

I started advising in 2007 just before the start of the Global Financial Crisis. It was a challenging time for clients but also highlighted the crucial role that a financial adviser can play when things appear to be at their worst. We have experienced all sorts of market conditions since then but the importance of ongoing discussions to ensure that clients are meeting their goals, and that their financial strategy is best supporting their lifestyle, has always been at the forefront of what we do.

We are a small, committed team of advisers who place our clients’ needs first and ensure that their strategies put them and their families in a better position. We believe that obtaining financial advice can make a meaningful difference in our clients’ lives – whether they are thinking about finishing up with work, supporting lifestyle and travel goals in retirement, or taking steps to provide stability for their family if life takes an unexpected turn.