Profile

I am a family orientated working mum with a great sense of humour who enjoys life to the full. A fully qualified Financial Planner with over 24 years of experience in Financial Services based in Felixstowe, Ipswich, Suffolk.

From my office in Felixstowe along the A14 and A12 corridor I have good access across Suffolk to Ipswich, Stowmarket, Bury St Edmunds through to Newmarket. 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 introduced by the FSA in January 2013 as part of the Retail Distribution Review (RDR). I am now working towards chartered status.

Working in and around the local area, my expertise and passion is Pensions and Retirement Planning. With all the new options with regards to pensions and retiring this area can be a minefield but with my many years of experience I am able to find a solution to everyone’s retirement needs.

Whether that may be a new Flexible access drawdown an annuity or possibly a combination of both depending on your own personal needs. I take time to sit down with my clients and find out what they want from their retirement income and also what may be the situation in the event of a party passing away. This then leads me to be able to go away and come back with a tailored solution to the individual needs and requirements.

The other area that I specialise in is Investments and with the current climate and the recent further cut in interest rates it is imperative that this is a priority.  Bank and Building society savings rates are negligible and therefore if you require any kind of return it may now be the time to review this.  Investments can be tailored to anyone’s attitude to risk weather that is the very cautious person to the more risk taker.  Again any investment is made with the personal views of the client and their own personal level of comfort.

For further help and advice please do not hesitate to contact me on 07704 311021.