I have been advising clients since 1994, and have a wealth of experience for which there is no substitute. As an appointed representative of the Sesame Network, I can provide advice in all financial planning areas, and have access to specialist advice, and technical support through the team at Sesame Solutions. I maintain a rigorous programme of ongoing professional development to ensure my knowledge and skills remain relevant and up to date. Having attained the Chartered Insurance Institutes Financial Planning Certificate initially, I then went on to add the Certificate in Mortgage Advice & Practice. I am currently working towards Diploma status, and have passed my first degree level examination on UK Personal Taxation.
Advice & Service
When important decisions have to be made I believe that nothing beats good quality independent financial advice, and dedicated personal service.
Scope & Type of Advice
We recommend a full financial review for all clients. However you may be looking for information or advice on a specific area. Our “Services” page lists each area separately for your convenience.
Our Aim
We aim to help you protect what is valuable to you, and create a plan for building wealth over time. If the future is worth having, it is worth protecting !
Testimonials
Many clients have complimented us on the quality and helpfulness of our service. Please refer to our “Testimonials” page.
Thank you for taking the time to visit our website. If we can be of service, please do not hesitate to contact us.
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