I have always worked on the basis that building trusted, long-term relationships with clients — whether individuals or businesses — is the most important factor in creating a successful and beneficial financial strategy.

I work with integrity and dedication to help all my clients manage their finances as effectively as possible for the long term. As a result, several clients have been with me for over 20 years, and they have experienced the benefits of my advice and in-depth understanding of financial planning. Many of my clients are happy to recommend me to their friends, family and colleagues, and I take this as a great compliment.

The range of services I specialise includes:

• Retirement planning before and at retirement
• Investment planning
• Inheritance tax
• Mortgages
• Financial protection for individuals and businesses
• Corporate financial planning for SME
• Other aspects of holistic wealth management

Your home may be repossessed if you do not keep up repayments on your mortgage.