Profile

I am a fully qualified Financial Planner with over 24 years of experience in Financial Services Industry currently based in Braintree, Essex.

From my office in Braintree, Essex I provide advice to my clients predominantly throughout Essex and Hertfordshire region but also into Cambridgeshire and Suffolk. I provide advice in all aspects of Financial Planning including protection pensions and investments. My advice is bespoke in an easy to understand manner without the industry ‘jargon’.

Being a fully qualified Financial Planner I hold the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). This makes me fully compliant with the new professional advice regulations to be introduced by the FSA in January 2013 as part of the Retail Distribution Review (RDR). I am now working towards chartered status.

Specialities All areas of Business and Commercial Financial Planning, such as Profit Extraction, Executive and Directors Pensions, Shareholder & Partnership Protection, Auto Enrolement Pension Schemes and Employee benefits.

For help and advice please do not hesitate to contact me on 07767 308783.