Welcome to my website. As an independent financial adviser I can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. I am able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that I treat all my customers fairly.

I am motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.

Mission Statement “To provide professional independent advice which protects and enhances my clients' assets and builds long-term relationships based on trust, mutual respect and integrity."

Please browse the site to see how I can help you, and please feel free to use the feedback form to get in touch.

I am here to help you realise your ambitions when it comes to financial matters and make your money work for you. I can also help clarify the confusing terminology and huge range of products available to you. At 2plan our range of advisory services includes:

Investing your money wisely
Protection and insurance
Medium to long term savings
Retirement planning advice
Inheritance tax planning*
Finding you a mortgage to fit your needs
As an independent financial adviser I am not tied to any particular provider and can advise you on products from the whole financial market. That means I will provide the most suitable solutions for your individual needs and circumstances.

Through 2plan wealth management I am able to use modern technology to help streamline my business, meaning you get information more quickly than ever before. And because I am backed by a team of finance and technology experts at 2plan, you have the peace of mind that you have a strong and experienced team working with you.

Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. I have been involved in Financial Services for over 8 years and have been providing home based financial advice throughout Worcestershre and Herefordshire for the last 6 years.

My career started with the Co-operative Financial Services, where I spent time as a Bank Manager and a Financial Adviser. After recently joining forces with 2plan wealth management ltd, in October of 2011, I now trade as an Independent Financial Adviser.

I recently achieved my Diploma in Financial Advice (Dip FA) and I already hold Certifications in Mortgage advice and practice (Ce Map) as well as my Statement of Professional Standing, which is a quality mark and outward sign of a commitment to training that all Financial advisers must hold by the end of 2012.