ABOUT

I don’t have a crystal ball but my magical power is to give you financial advice using plain and simple English.

I have been working within financial services for nearly 20 years and in that time, I have worked in organisations both big and small.

I started advising clients on pensions and investments in 2014 and using my experience and knowledge over my time in the industry to help my clients achieve their financial objectives.

I work with a large group of Independent Financial Advisers at Prosperity Wealth to give my clients access to solutions from the whole of the market.

The majority of my clients are aged 50 plus and have a number of pensions with different providers that they are looking to simplify and review to make sure that they remain appropriate to meet their financial objectives.

‘My mission is to make the complicated world of financial advice, simply and easy to understand’.

When I’m not helping my clients with their financial planning, I enjoy spending time with my family and playing golf.

I work for Prosperity Wealth Ltd, who are authorised and regulated by the Financial Conduct Authority (FCA Ref 533004).