Profile
I am an Independent Financial Adviser, based in Bodicote and I offer each of my clients a very personalised and bespoke financial planning service. I have 13 years of experience working within the financial services industry.
I can advise on all areas of financial planning, which includes, life and income protection, mortgages, investments, pensions, retirement planning and estate planning.
I have experience in dealing with both personal and business clients and am happy to visit my clients at their home or business premises at a time that is convenient to them.
Financial planning is and should be focused on advice and customer care, and I am fully committed to both.
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