I am an experienced and fully qualified Financial Planner based in Cheddar, dedicated to helping clients achieve their financial goals. With over 16 years in the financial services industry and a BSc in Economics, I bring a wealth of knowledge and expertise to my role.

I began my career working for high street banks as a mortgage and protection adviser, before expanding my services in 2017 to include investments, retirement planning, and inheritance tax planning. My extensive experience enables me to guide clients through the complexities of pension, investment, protection, and inheritance tax planning.

I understand that decisions around these areas can be intricate, and I am here to help you navigate the maze of investment choices and tax rules to achieve your long-term goals. The key to being a good adviser is not only having technical knowledge but also the ability to listen and understand what truly matters to you.