About me

Many of my clients have been with me for between ten and twenty years. I take a lot of pride, pleasure and satisfaction in working with them over the long term.

I specialise in advising company owners, both on their business and personal finances. In particular, I work with people who need help planning an effective exit strategy.

I bring to the table a good pair of ears and strong problem-solving abilities.

I work with lots of clients who run their own businesses. My role is to help them set up a road map for their finances, both inside and outside the business, and to help them understand how decisions they make within their business might affect their personal financial situation, and vice versa.

My aim is to help these clients build solid lifetime financial plans, taking into account both their personal financial goals and objectives as well as their business needs. This might include: –

  • Protecting the business in the event of the death or illness of a Director
  • Helping plan for retirement in as tax-efficient a way as possible
  • Family protection and estate planning
  • Investment advice
  • Ensuring compliance with new legislation such as auto-enrolment

Print Friendly, PDF & Email