I am a financial adviser based in Stoke-on-Trent, Staffordshire, with over 30 years of experience in the financial industry. I take great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances.

I deliver a professional and friendly service, with my primary focus on creating a bespoke plan for all my clients to help them achieve their financial goals. I then monitor that plan to ensure targets are achieved and any changes that are required are dealt with promptly. I can advise on all aspects of investment planning for you and your family’s financial future. In the rare occasion that I am asked to advise on matters that fall outside my knowledge and qualification level we have specialists within the company that will advise accordingly.

Outside of work, I enjoy golf and have the honour of being President of my golf club. I also enjoy music and play the piano to a grade 8 standard.