Holistic financial planning for individuals, trustees and business owners. Initial meetings can be at your home or office and are at our expense with no obligation placed on you to proceed with our services. Fixed fees can be agreed and can be paid by offset of commission, if applicable.

Trade Bodies / Associations

Chartered Institute of Insurance

Specialist Services

Having Chartered qualifications in Pension and Investment Planning, I can give advice on Pensions in Divorce, Final Salary and Occupational Pensions, Investment of Trust Portfolios. Pension Planning Multiple jobs at different companies often leave people with small pension pots all over the place leaving you without a clue as to where your retirement plan went (if you even had one). We can offer a review and consolidation package to simplify your retirement plan and set you back on the right tra