Adviser

Essex

I have worked in the financial industry for over 27 years. 25 years of my career has been as an Independent Financial Adviser, providing financial advice covering investments, pensions, protection and Inheritance Tax planning*.

* Inheritance tax planning is not regulated by the Financial Conduct Authority.

I have run seminars for large organisations such as the MET police, NHS, Ford Motor Company and many Civil Service departments. This experience has given me a sound knowledge of the financial sector and the range of products that are available for both corporate and private clients.

Now working with Opal Financial Management, I have access to the latest research methods, enabling me to offer you you top quality advice for investments, savings, protection and retirement planning and to work with you to keep your financial plans and objectives on track by carrying out regular reviews.

​

Consequently, I would like to be able to offer you the benefits of my experience to became your trusted point of contact for financial advice. The first meeting between us is at our cost and with no obligation to you and therefore, I look forward to arranging an appointment.