Financial Planning Consultant
I am a qualified Independent Financial Adviser with 17 years’ experience working within the financial services industry. I started my career in the banking sector working part time for HBOS while my two daughters were at primary school. During my career I have also worked for CIS (Cooperative Insurance Services), HSBC Bank and The Chambers Partnership Ltd. I have significant experience in all aspects of financial services including pensions, investments, protection, tax and trusts.
I build a close relationship with my clients to gain a complete picture of their financial circumstances. This meansI can provide financial advice that is tailored to their needs and long term objectives. Importantly, the relationship is ongoing, built on trust and encompasses the many changes that occur during the client’s and their family’s lives.
Most weekends I like to go walking off the beaten track to as many different locations as possible, but my favourite, so far, is along the coastline of West Wales. I also love spending time with my family and my favourite way to spend a Sunday is having them all around the table for a Sunday roast.