Financial Advice Durham

With over 20 years of experience, I provide expert, independent financial advice from my base in Durham. I work primarily with private wealth clients who are looking for clarity, confidence, and long-term financial stability. My core areas of expertise include Estate Planning, Financial Protection, Investment Management, Retirement Planning, and Wealth Management.

A Personalised, Ethical Approach to Financial Planning

As an experienced Independent Financial Adviser, I take pride in delivering a service that’s tailored to your goals, values, and lifestyle. I also specialise in Ethical, Sustainable, and Impact Investing. This approach helps clients grow their wealth while staying true to their personal beliefs. In addition, I consider your financial future from every angle—building strategies that are both responsible and effective.

Trusted Advice for You and Your Family

I aim to develop lasting, trusted relationships with each of my clients. In many cases, this includes supporting their wider family too. For example, I often advise multiple generations, helping them plan effectively for the future. Whether you’re reviewing pensions, setting up investments, arranging protection, or managing your estate, I offer clear, impartial advice every step of the way.

Clear, Transparent and Regulated

I am fully regulated by the Financial Conduct Authority (FCA), ensuring that my clients receive advice that meets the highest professional standards. To support transparency, I also provide an Advice Fee Calculator, so you can see how much my services cost before making any commitment.

Start With a Free Initial Consultation

To begin, I offer a free, no-obligation consultation. This can take place in person, by phone, or via Teams—whichever is most convenient for you. During this meeting, we’ll explore your current financial situation, discuss your goals, and identify where tailored advice could make the biggest difference. Get in touch today and discover how independent, ethical financial advice in Durham can give you greater clarity, peace of mind, and confidence in your future.