I am an experienced and fully qualified Financial Planner based in Cheddar.

I’ve worked in financial services for over 16 years after I graduated from university with BSc in Economics. For many years I worked for hight street banks as a mortgage and protection adviser. I started providing advice regarding investments, retirement and inheritance tax planning in 2017.

I appreciate that decisions around pension, investment, protection and inheritance tax planning are often complex and I am here to help you navigate through the maze of investment choices and tax rules to achieve your long-term goals.

The key to being a good adviser is having the technical knowledge and the ability to listen and establish what truly matters to you.