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About

First and foremost I am a Financial Planner and I work with clients to help them identify the resources available to them now and those they might need to become available in order for them to achieve their life plan without running out of money or dying with too much.

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One of the best things about being an IFA is that you act on behalf of the client. Independence is the only model that puts the client at the heart of the financial business model, not just the money. I work with clients to create practical solutions to help achieve their desired lifestyle. It is down to earth financial planning with an end in mind. I help clients to identify, achieve and maintain their desired lifestyle and work out what needs to happen to achieve financial independence. Products and investments when required are just part of the tools to help get the job done.

MORTGAGE SOLUTIONS - Mortgages - Buy-To-Let - Remortgages - Secured Loans Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it. We give you the option of paying a fee for our mortgage advice. The precise amount will depend upon your circumstances, but will typically be £100 – £300 per hour. If you choose to pay a fee and we receive commission, we will pay that commission to you.

- Annuities- Drawdown- Group Pensions- Personal Pensions - Pre-retirement planning- Post-retirement planning- SSAS- SIPPs - Stakeholder Pensions- Executive Pension Planning The value of pensions can fall as well as rise, and you can get back less than you invested.

- Investment Bonds - Investments - ISAs - OEICs and Unit Trusts - Multi-Manager and Fund of Funds - Portfolio Planning - Savings - School Fees - Structured Products The value of investments can fall as well as rise, and you can get back less than you invested.

- Business Protection - Shareholder/Partnership Protection - Corporate Investment Services The value of pensions and investments can fall as well as rise, and you can get back less than you invested.

- Critical Illness - Income protection - Life Assurance - Whole of Life - Mortgage Protection - Buildings and Contents - Business Protection - General Insurance