I am a Diploma qualified individual and registered member of the Chartered Insurance Institute with more than 20 years’ experience within the financial services industry.
I provide bespoke financial advice across a broad spectrum to both Private and Corporate clients’ including personal and corporate protection, investing for growth or income, Retirement planning, Inheritance Tax planning and Trusts.
I am based at our Lowestoft office but I have clients throughout Norfolk and Suffolk.
I am married, and in my spare time I like to travel and am a keen squash player.
What can I do for you?