I take a genuine interest in my clients, their families and their businesses, providing them with trusted and guaranteed advice that can be relied upon.

The process starts with you. Having a good understanding of your goals and listening to any concerns, helps me to build a financial plan specific to your needs. This plan can help you create, protect and preserve wealth for your loved ones.

I work closely with other professionals such as Solicitors, Accountants and a number of providers and services connected to the Care Sector.

I have built my business on referrals from existing clients. Being able to refer friends, family and colleagues to a trusted professional is very important when it comes to financial matters.

I am a Chartered Financial Planner, having gained qualifications with the Chartered Insurance Institute and the London Institute of Banking & Finance over many years. I specialise in retirement planning and hold a number of specialist pension qualifications to help clients understand their provision.

I also specialise in Long Term Care planning where i am able to advise families who require comprehensive advice on the financial products available to assist in paying for Long Term Care. I have been a member of the Society of later life advisers for 10 years, which is seen in the industry as the gold standard for Long Term Care advice. I also have extensive experience of adult social care, having had to deal with this personally and professionally.

Outside of work, I love spending time with my family and have a little granddaughter and grandson, who I adore. I enjoy reading, yoga, walking and cycling classes to try and keep fit. I also love music and organise the hymns at our local church and I sing in a Ladies Barbershop chorus, based in Romily.