About UsWe are committed to providing you with a personalised service, which will give you peace of mind that your finances are in very safe hands.
We specialise in working with people approaching retirement, advising on options at retirement, or those who are already retired.
Building strong relationships with my clients is at the centre of what I do. I believe in the importance of the relationship between an advisor and his/her client. It is a long term relationship, one that will have good times and maybe not so good. It is important to build trust, and that works both ways. I may be calling you to discuss issues that are very personal to you such as your pension or your investments therefore, I would like for you to know more about me and who you are dealing with.