I have worked in the financial services industry for over 30 years, during which time I worked for Barclays and Lloyds TSB as branch and business managers, then as a financial adviser and financial planning manager for Bristol & West. I have also worked for AXA Wealth as a Financial Planning Manager for eight years in the group’s Britannia and Co-op Bank branches.
My career has seen me work in Surrey, Hampshire and Berkshire, before moving to Chudleigh, near Newton Abbot in Devon in 2004, when I became a financial adviser. From then on, I was able to build a loyal client base in South and East Devon, as well as West Dorset, from Torbay to Newton Abbot, Exeter, Honiton, Sidmouth and as far east as Bridport.
I gained a level 4 CII Diploma in financial planning in 2010 and I am a member of the Personal Finance Society. I am qualified to deal with all areas of financial planning, and specialise in investments and wealth management, inheritance tax planning* and long-term care plans.
In 2013 I became a fully Independent Financial Adviser when I joined as a founding member of Opal Financial Management, I am able to provide my clients with truly independent financial advice in a friendly, professional manner. I use a straightforward and easy to access system featuring the latest technology that investigates the whole of the market to come up with the very best recommendations that accurately suit a customer’s needs.
I therefore look forward to spending time with you to understand your current financial situation and what your objectives and aspirations are for the future. I will then be pleased to formulate and advise you on a financial plan that is specifically designed for you or your business.
Please call me to arrange your initial no obligation meeting, which is at our cost.
*Inheritance Tax planning is not regulated by the Financial Conduct Authority.
1 Holly Close
Devon TQ13 0QH
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