Based on the Welsh /Shropshire border, I have been providing holistic financial advice primarily to teachers, educational professionals and their families in the North Wales, Cheshire and Shropshire area. In addition, I do offer advice to clients of all professions.
Advice is available on a broad range of financial topics including savings and investment planning, pension and retirement planning, protection (including life insurance, critical illness and income protection), residential mortgages, legacy and inheritance tax planning.
My services include:
Individual meetings for financial advice in the comfort of your own home, or at work if preferred.
School and local seminars on a range of financial topics, including the Teachers’ Pension Scheme.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen football and rugby fan. Family wise, I am engaged to be married and have 3 children that keep me busy running them to gym club, swimming and football clubs to name a few!