About Us
I have many years’ experience providing practical financial planning advice to people, families and businesses in Hampshire, Wiltshire, Dorset and the surrounding areas.
I provide advice across a wide range of services including retirement planning & financial planning, pensions, investments, savings, protection, auto enrolment and long term care planning. I am committed to putting clients at the heart of everything I do and to developing long-term relationships with my clients. This is achieved by ensuring that I understand the individual needs of each client, and to implementing tailored financial plans to address those needs.