I am an Independent Financial Adviser based in Barrow-in-Furness with over 30 years of industry experience. My mission is to provide personalised and unbiased financial advice tailored to your unique needs. Specialising in pensions, investments, and protection, I offer a comprehensive range of services designed to help you achieve your financial goals.

My independence allows me to deliver impartial recommendations that prioritise your best interests. I focus solely on your needs, creating a financial plan that aligns with your personal circumstances and aspirations.

Understanding your unique situation is the cornerstone of my approach. I take the time to listen to your needs, aspirations, and concerns, building a relationship based on trust and transparency. This enables me to provide advice that is truly aligned with your goals, empowering you with the knowledge and tools needed to make confident financial decisions.

I am fully regulated by the Financial Conduct Authority (FCA), ensuring that the advice I provide is professional, ethical, and transparent. Being FCA-authorised means I follow the highest standards in the industry, giving you confidence and peace of mind.

Achieving financial security begins with a thorough understanding of your current situation and future goals. I offer a free initial consultation to discuss your financial needs and objectives. This meeting can be arranged in person, over Teams, or by phone—whichever is most convenient for you. During this consultation, we will explore your financial aspirations, review your existing plans, and identify areas where I can provide valuable guidance.

I provide financial advice in Barrow-in-Furness and the broader region, covering areas such as, but not limited to:

• Milnthorpe
• Lake District
• Lancaster
• Ulverston
• Kendal
• Penrith
• Kirkby Lonsdale
• Carnforth
• Greater Manchester

Book your free initial consultation today

If you’re looking to build a long-term relationship with a trusted Independent Financial Adviser in Barrow-in-Furness, I’d love to hear from you. There’s no cost or obligation for our first meeting, and I offer a straightforward, transparent pricing structure moving forward. You can also use the Fee Calculator on our website to explore costs tailored to your needs—helping you make confident, informed choices.