I am an independent financial adviser in Purley, Surrey, with over 30 years of financial services industry experience. I provide financial advice with a key focus on planning for and living through a secure, comfortable, and fulfilling retirement.
I work with clients both pre and post retirement, with particular expertise around the complex areas of Pensions and Investments.
In a friendly, relaxed, but purposeful manner, I provide clear face-to-face advice and guidance at your home or place of work, at a clearly defined cost, with the option of regular reviews, to ensure your financial plans and goals remain on track.
I provide financial advice in Purley, Coulsdon and surrounding areas such as;
- West Wickham
- South Croydon
Outside of work, I’m an experienced Quizmaster for local schools, charities, clubs and societies. I’m also a regular supporter and voice on the PA at a local non-league football club, and a keen follower of all two-wheeled motorsport.
If you are looking for an experienced financial adviser in Purley, Croydon, please do not hesitate to get in touch.