About Me

I believe in financial education for myself and my clients. Being extremely well qualified is a priority for me and I am delighted that I have achieved Chartered status as a Fellow of the Chartered Institute of Securities and Investments, and I also hold Chartered Wealth Manager qualification as well as MA (Hons) in Economics and Management. Achieving and maintain my Chartered status, means that I must regularly update my learning and develop my knowledge to further help my clients when I work together with them on their financial planning matters.