As an experienced independent financial adviser in Lancaster, I take the time to understand what is important to my clients. We work together to put a financial plan in place, and regularly revisit to ensure life goals and ambitions are achieved.
I specialise in pensions and retirement planning, investments and savings, estate planning, mortgages, inheritance tax mitigation and business and personal protection.
I thoroughly enjoy my job and pride myself on a friendly and professional service. First meetings are free of charge where our advice process will be discussed, and costs agreed.