"I am a fully qualified Financial Adviser, holding my diploma in financial planning with both the Chartered Insurance Institute and the Institute of Financial Services. I am also actively working towards attaining Chartered status, with two exams to complete! I have 15 years of experience in financial services, with 12 of these specifically working within financial advice. I provide holistic advice across retirement and pension planning, investment and inheritance tax planning and protection requirements. I am keen to build long-lasting relationships with my clients by listening to their aims and objectives for the future and providing the highest quality, personalised financial advice on a fully independent basis.
Outside of the office, I spend most of my time keeping up with my son and his adventures. We like to travel as a family and I also enjoy running and yoga. "
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.