I am an Independent Financial Adviser with over 20 years in the Financial Services industry. I am based in Milton Keynes and provide advice in a variety of areas, specialising in pensions and retirement planning, investing for the future, inheritance and estate planning, protection and general tax-efficient planning.
My aim is to provide a greater understanding of your financial circumstances and to assist you in planning well for your life. My impartial and independent advice is tailored to you, always with your best interests and aims as priority.
I pride myself on building a long-term relationship with you which focuses on the important values of trust, excellent service and high quality advice.
I provide financial advice in Milton Keynes and throughout Buckinghamshire, including but not limited to;
- Leighton Buzzard
If you are looking for an experienced financial adviser in Milton Keynes please get in touch. I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for clients. Please contact me to arrange yours.