Expertise
- Holistic Financial Planning
- Estate planning
- Retirement Planning
- Protection planning
- investment planning
Summary
I see myself as a financial GP who provides clients, and those they care about, reassurance and peace of mind about their financial health and wellbeing over the long-term. I have 20 years’ experience applying my skills and expertise to empower and enable a variety of clients to progress towards their financial goals.
Experience
-
Hymans Robertson Personal Wealth
Chartered Wealth Manager
- Current
