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.
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
- Retirement planning
- NHS pension scheme
- Tax efficient investments
- Life cover and protecting your family
- Inheritance Tax and Estate Planning
Speak to me about
- Pensions contributions and reviews
- Annual Allowance, Lifetime Allowance and pension input issues
- ISAs, Collectives, Investment Bonds and Venture Capital Trusts (VCTs)
- Mortgage protection and income protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)