My career in financial services has spanned over 20 years, the last 12 of which I have spent as a Financial Adviser. This experience has enabled me to forge long term relationships with clients.
I believe that clients' interests are most effectively served with a truly independent approach. This is because it allows us to research the whole of the market and recommend the financial solutions and products that best suit your needs - creating a far stronger result. This is why I chose to be an independent adviser following the closure of the AXA Wealth service, which was provided through the Britannia and Co-operative Bank branches. I worked in this capacity for 5 years covering Cheshire and North Wales.
My role is to help individuals meet their short, medium and long term financial goals in the most tax efficient manner, whilst protecting their accrued wealth and income against the unexpected events in life.
The freedom to advise objectively
