Based in Burgess Hill, West Sussex and surrounding areas, I have been providing holistic financial advice to a range of different clients spanning over the last 25 years.
Having joined the finance industry over 33 years ago I was originally established in the local area at Alliance & Leicester, becoming a bank manager at an early age and then pursuing my qualifications to provide full financial advice to clients in the Mid Sussex area. I have spent time with Wesleyan specialising in the GP sector by providing in depth knowledge in the industry and therefore being able to provide tailored solutions to my client needs.
Advice is available on a broad range of financial topics including savings and investment planning, pensions and retirement planning, protection (including life insurance, critical illness and income protection) as a sample.
As a client you are an individual and I pride myself in establishing a tailored personal solution for your future financial needs.
My service includes:
- Individual meetings for financial advice in the comfort of your own home or a location of your choice.
- Seminars as required on a range of topics including inheritance planning and current financial concerns.
I am also a strong believer of ensuring that your plans are regularly reviewed to ensure that your own goal remains the same and that your financial plan still suits your original requirements.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with pride and dedication that I place on developing solid personal relationships with my clients and their families, ensures that I am able to offer a rounded, professional and personal service.
Outside of business, I enjoy regular exercise and socialising and believe in supporting local charities. Family wise I am married have two children whom I enjoy eating out with, holidaying and taking the long Sunday walk to spend quality time with them and my lovely dog.