Having been in the industry since 1998, I am an experienced Independent Financial Adviser based in the St Albans and Harpenden area.
Previously a successful business owner with Sands Financial Management, I successfully merged the business with Truly Independent to ensure we can continue to provide quality, independent advice in all areas of financial planning to our valued clients.
For many years I have been providing business owners and private individuals with expert advice on their pensions, tax-efficient investments, mortgages, and their family and business protection requirements.
I mainly offer advice to clients in the London, Hertfordshire, Bedfordshire, and Buckinghamshire areas but always happy to work further afield and have clients dotted all over the UK.
I specialise in:
- Pension Reviews
- Retirement Planning
- Tax-efficient investments
- Residential Mortgages
- Buy to Let Mortgages
- Equity Release
- Life assurance
- Critical Illness
- Income Protection
Happy to work on either a face to face or remote basis, why not contact me for a complimentary introductory meeting to find out more?