I am a Chartered Financial Planner who enjoys helping people to plan for the future and protect what they have accumulated. My main areas of work are pensions, investments and inheritance tax planning. I provide a professional and personal service to my clients. In today's increasingly complex financial world many clients do not have the time or desire to keep up-to-date with the latest developments. I can guide you through this, avoiding pitfalls and unnecessary tax, whilst helping you to achieve your goals. Wise financial planning helps you to maximise your wealth so you can live the life you want whilst leaving a legacy for your family. I have been fortunate enough to build a loyal group of clients and look forward to continuing to work with them in the future.
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.