I have had a successful career within the financial services sector for the past 19 years.
I began my career working with Halifax Bank and progressed to being a Senior Financial Advisor and Area Manager with them. More recently I have been working with Lloyds Bank as a Wealth Manager. As you can see I began with one of the UK’s largest companies during which time I rose to become a highly respected Consultant.
I specialise in the areas of Investment planning, Retirement planning and Inheritance Tax Planning.
My experience is also complemented professionally by having completed my Diploma in Financial Planning in early 2012 and I am also a member of CII.