Over 18 years experience helping clients achieve their goals and secure their financial future, advising on all aspects of financial planning and wealth management. Highly competent in all aspects of pension advice, investment planning, estate planning and financial protection.
I really enjoy working with new and existing clients to make a positive difference to your financial situation. I aim to explain things in plain English and create a professional but relaxed environment in which to discuss financial matters before providing tailored advice to help build and preserve your wealth over time.
After spending 15 years building my expertise working for the Royal Bank of Scotland group, I joined True Potential Wealth Management, part of the award winning True Potential group. Working in partnership I can offer a highly sophisticated, innovative, client centric proposition which allows me to deliver outstanding service, choice and value to my clients.
Please call/email me for an initial discussion around your plans and circumstances. The initial consultation is free and without obligation and is a great opportunity to find out more, ask questions and for me to outline how I can help. I have flexibility to meet at a time and location to suit you.
My approach is to listen carefully, so that I fully understand your circumstances and what’s important to you. Planning for a comfortable retirement, protecting yourself or saving for the future, I can help.
I work at a pace that my suits you. All advice is tailored around you and your objectives and presented in an open, relaxed and professional manner.
I establish and maintain excellent advisory relationships with clients. Setting up a plan is important, but supporting you with this plan over time is where I can really make a difference to your prosperity.
Please get in touch.
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