I am an Independent Financial Adviser in Carlisle and have over 20 years experience in the financial services industry. Being truly independent enables me to provide you with unrestricted and unbiased advice from the whole of the market, on a bespoke, individual basis.
My areas of expertise include retirement planning and pensions advice, investments, mortgages and protection such as critical illness and life insurance. I am qualified to diploma status and a committed to ongoing learning.
I work closely with clients to help them grow and protect their wealth; taking the time to learn about their situation and create a personalised, well planned financial strategy to meet their financial goals. In the ever changing world of financial planning, knowing the needs and circumstances of clients, allows me to create a pan that can adapt to any changes.
I pride myself on providing the highest level of service and building long term relationships with clients and working with them for the whole journey. I focus on clear communication so that clients fully understand the facts and recommended solutions, enabling them to make well-informed decisions.
I offer a complimentary, no-fee, no obligation, initial consultation (either face-to-face or over the phone) for clients. Please contact me to arrange yours.