My role
I am an Independent Financial Adviser. I have clients in London and as far afield as Shetland but the bulk of my time is in our offices in Norfolk and Suffolk. My clients come from all sectors; corporate, trusts, charities and individuals. The majority of my time is spent advising on pre and post-retirement as well as investment planning.
About me
I am Dip PFS qualified with over 30 years experience in the financial services sector. I am married with 2 grown-up children. We share our home with our black Labrador, Brodie. Outside of work, I enjoy most racket sports and the occasional round of golf.
My sectors and specialisms
- Investment planning for growth and income
- Business protection
- Retirement planning
- Life cover and protecting your family
- Inheritance Tax and Estate planning
- Ethical Investments
Speak to me about
- Pension contributions and reviews
- Annual allowance, Lifetime Allowance and Pension input reviews
- ISA, Collectives and Investment Bonds
- Venture Capital Trusts (VCTs)
- Mortgage Protection and Income Protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles

An important role employers play in Defined Benefit Pensions
Employers that push staff into making unsuitable defined benefit transfers should beware the “Financial Conduct Authority’s (FCA’s) gaze”, a director at the regulator warns.

Retirement planning with redundancy payments
It is important that those facing redundancy understand how a pension contribution can have a positive effect on their overall wealth.

Investors must not panic over coronavirus effect and need to keep long-term view
Despite headlines over the past few days about global stock markets suffering big daily falls, it is important not to panic.

Retirement - An emotional journey?
Retirement has a habit of creeping up on you whilst you are busy getting on with your life, to the extent that we barely give it consideration until it is almost upon us.