My role
I am a Financial Adviser based at our Great Yarmouth office. I provide advice on a wide range of products and services, including life, pensions and investments. I work closely with our healthcare team on the NHS pension schemes.
About me
I have always been involved in the financial services sector with over 20 years both in advisory and actuarial roles. I live in Caister-on-Sea, a short walk from the beach. I have two children who keep me occupied at weekends. When I get the chance, I like to watch some local football and catch up with family and friends. I have been known to frequent the local gym.
My sectors and specialisms
- Investment Planning for growth and income
- Business Protection
- Retirement planning
- Life cover and protecting your family
- Inheritance Tax and Estate Planning
- NHS Pension Scheme
- Ethical Investments

Speak to me about
- Pensions contributions and reviews
- Annual Allowance, Lifetime Allowance and pension input issues
- ISAs, Collectives and Investments Bonds
- Venture Capital Trusts (VCTs)
- Mortgage Protection
- Income Protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles

When can I retire?
The simple answer is that you can retire when you have adequate wealth to do so.

Structured Deposits
Stock markets have been volatile to say the least over the last few months, and in our opinion, will remain so until the Coronavirus pandemic is brought under control and the economic fallout assessed.

Protecting your loved ones
Over the last few months, many of us have had the change to reflect on our lifestyles and financial circumstances due to the COVID-19 pandemic.