I have over 30 years industry experience of managing clients’ wealth and was amongst the first tranche of advisers in the UK to achieve Chartered Financial Planner status in November 2005.

My independent financial advice is available to:

• Private Individuals
• Small Business Owners
• Corporate Entities
• Trustees

I am an experienced and qualified pension transfer specialist and advise members of occupational pension schemes on their retirement options, helping clients to make better informed decisions on how to achieve financial freedom and security in retirement.

I am also an associate member of the Society of Trust and Estate Practitioners, a specialist qualification for financial advisers dealing with wills, trusts and estate planning.

I have worked at senior levels for several national private banks and investment management companies and have gained a wealth of experience and expertise, helping clients build and preserve their wealth through professionally managed investment portfolios, retirement, tax and trust planning.

In January 2019 I was elected as the Chartered Champion for the Personal Finance Society in the South Wales region – A role focused on supporting Chartered Financial Planners.

Away from work, you will find me spending time with family or friends and keeping fit in the gym or mountain biking in the Welsh mountains.