I have been offering advice ‘that makes a difference’ (so my clients tell me) for almost two decades, firstly with Natwest, Business and Commercial Clients and later with HSBC Premier clients as an Independent Financial Adviser.

Everyone is different and therefore has differing financial planning needs. As such, I feel very strongly that holistic financial planning should always be carried out. This means that my advice will absolutely be tailored for your individual needs and objectives. It also means that even if no immediate action is taken in a specific area you will have a complete picture of all your financial needs.

As my business has grown I realise that much of that growth is as a result of introductions and referrals from my existing clients. Building relationships founded on trust matter most to me and I would hope that all my clients could come to rely on me in this way.