Hello and thank you for taking the time to look at my profile.
I have considerable experience in wealth planning and providing quality advice. I am qualified to deal with all areas of financial planning, and specialize in investments and wealth management, retirement planning and Inheritance Tax planning*.
I look forward to spending time with you to understand your current financial situation and what your objectives and aspirations are for the future. I like to work with clients who are looking for simplicity as well as a long-standing relationship in order to build and protect their wealth. Helping you with planning your early retirement, ensuring your capital is readily available for those holidays, ensuring your hard-earned wealth is passed on to your loved ones or just improving your income in retirement. I know everyone has different ambitions which is why I will work together with you on a financial plan that is 'as individual as you are'.
I have been a financial adviser since 2004 having previously worked in the financial services industry since 1985, during which time I worked for AXA Wealth, Barclays and Lloyds TSB in various roles. Since 2013, I have been an Independent Financial Adviser as well as a founding member for Opal Financial Management Limited. I enjoy providing my clients with truly independent financial advice in a friendly and professional manner. I aim to keep things simple, and I will be with you every step of the way.
I live in Chudleigh with my wife, Becky and our four children. I very much enjoy the Devon countryside and my passion is ‘Mountain Biking’.
Please contact me to arrange your initial no obligation meeting, which is at our cost.
Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
*Inheritance Tax planning is not regulated by the Financial Conduct Authority