Senior Financial ConsultantI aim to maintain and grow an excellent relationship with each client which lasts throughout their working lives and beyond. I strongly believe that a good financial adviser can make a significant difference to an individual’s financial success and positively impact their lives, which is why I love doing what I do.

The 6 biggest myths about retirement

Having worked as a financial planner for over 15 years, I’ve heard many misconceptions surrounding retirement planning. Here are six of the biggest retirement myths that I hear. I hope reading these provides food for thought and spurs you into action if you have neglected to think about securing your…

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The best investment you can make…..

From the title of this post you might be expecting me to recommend a superstar fund to invest in or an unmissable Cypto coin…. But no, I’m talking about something much simpler: paying off your credit cards and other ‘bad’ debts. If you have debts, eliminating them is the best…

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The lowdown on UK inheritance tax

Those two pesky certainties in life – death and taxes – are both unpleasant topics to think about but if you want to ensure that your financial planning is watertight, you need to tackle both head on. And while there is, sadly, nothing you can do to avoid death, there…

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Eight bad financial habits you should avoid

It has never been more important to save and accumulate wealth to ensure that however long you live, you will have enough money to ensure that you have a comfortable life wanting for nothing. And that requires adopting good financial habits. Here are eight signs which indicate that you probably…

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