What I Offer…

I am a lifestyle financial planner and I offer bespoke financial planning, tailored to your individual needs. I want to build long lasting relationships with clients not transactional exchanges. If we work together you get me for 20 years!!!

Why I’m good at what I do…

I am highly qualified and more importantly I take the time to really understand your needs - both now and for the longer term.

Things I like…

Outside of work I have a young family and enjoy watching my 2 girls swim every week. I like most sports including football (Leeds United season ticket holder), cricket, horse racing, rugby league and golf.

What I do

  • Life and Critical Illness Insurance
  • Income Protection & Family Income Benefit
  • Lump Sum Investments
  • Pension and Retirement Planning
  • Estate and Inheritance Tax Planning

My Stats

Last online 21st Jul 2019
Member since 31st Oct 2017
Number of testimonials 0
Meetings attended 80
4N ranking 298 in the UK

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