I am an award winning Chartered Financial Planner and Independent Financial Advisor in Cardiff, Glamorgan with over 20 years’ experience in providing financial advice on pensions, investments, protection and Inheritance Tax planning. I have over 26 vocational qualifications and have also been awarded the prestigious title of Fellow of the Personal Finance Society. I have also been awarded the title of Retirement Planning Specialist and Later Life Specialist by the Personal Finance Society. It was during my pro bono work that I was able to benefit the local community by over £1.6 million, this I am incredibly proud of as it made a real difference to people’s lives. I was also honoured to be selected to attend the Welsh trade Mission to Shanghai and Hong Kong.
Everyone is different which is why I offer bespoke financial advice to each and every one of my clients. You can be assured that you will receive the highest quality advice possible, tailored to your own individual circumstances. This includes families, businesses and trustees. If your finances are already perfect, then there will be no charge.
There are various areas that I am an expert in, be it pensions, investments, tax planning and holistic financial planning. You may want a simple or complex solution to your financial needs; either way I will ensure that it is explained in a jargon free manner that you will understand and be confident in the work I will carry out for you.
I offer financial advice to private and business clients in Cardiff and across South Wales including the surrounding areas;
I offer a complimentary initial consultation which can be either face-to-face, by phone or virtually. Get in touch today to see how I could help you reach your financial goals.