I am based in Canterbury, Kent and have over 19 years of experience in advising and helping people to achieve their financial goals
I am based in Canterbury, Kent and have over 19 years of experience in advising and helping people to achieve their financial goals as well as ensuring that their homes, families and assets are made safe for both now and in the future.
For people considering taking advice, it can be a daunting process. I am happy to answer any initial questions by phone or email, without any conditions, commitment or cost. I am also aware that every client’s position is unique and no two solutions might ever be the same.
I can bring together a wealth of experience and technical expertise covering all areas of advice from basic insurance to complex tax saving and mitigation schemes. Whatever the advice is needed for, I’ll make sure you understand the solutions and also be there in the future to support you as well if you need me to.
Telephone: 01227 731 997
Mobile: 07931 856 251