I started in Financial Services at the end of the 1980s as a single company tied adviser before spending around 7 years as a field compliance manager from the latter part of the 1990s. Having missed the client-facing and advising side of things, I returned as a financial adviser around 20 years ago before moving to Beals Wealth Management in 2014.

I work with a wide range of clients, providing advice on their Residential and Buy to Let Mortgages, Equity Release, and Protection needs and requirements.

With so many years in the industry, I have clients both locally, but also flung far and wide across the country who I continue to look after. “It has been exciting and rewarding to see how my clients’ lives have progressed, and being able to have been a part of all aspects of their financial planning needs has provided the pleasure of seeing the outcome of that advice months, years, or even decades later!”

I particularly pride myself on my ‘hand-holding’ support to First Time Home Buyers, as they negotiate their way towards collecting the keys to their new home. “Even after all these years, I still get a huge buzz every single time my clients secure their mortgage offer, and then collect the keys to their new home.”