I am an Independent Financial Adviser in Southampton, covering Dorset, Surrey, Hampshire, Sussex and have clients throughout the whole of the UK.
I have over 25 years’ experience in the financial services industry and provide an holistic range of financial planning solutions for both private and corporate clients. I specialise in Pension Planning, Investment Planning (including ethical and ESG investing), Wealth Management and Inheritance Tax Planning.
I pride myself in being able to build long term relationships with clients, by putting their interests/objectives at the heart of everything I do. My aim is to help my clients understand the complexities of financial planning and to put them at ease by making complicated subjects accessible and easy to understand.
I provide a personalised independent financial advice service in Southampton and have clients based throughout the UK, including but not limited to;
If you are looking for a financial adviser in Southampton, please contact me to arrange your complimentary, no-fee, initial consultation.