Call Us Now
01675 469085
Call Us Now
01675 469085
I have been working as a Financial Adviser for over 15 years, starting at Lloydstsb Bank until 2013. I then decided to go it alone and joined St James’s Place Wealth Management until the opportunity came along for me to become a Partner and Financial Adviser at Knight Parker Wealth Management, joining my old friend David Knight, with whom I had worked with many years before and Neil Parker in 2015.
I provide advice in all areas of financial planning, helping people of all ages, and at different stages of their financial health, this includes Retirement Planning, Savings & Investments, Personal and Business Protection, and help with Tax and Trust Planning, including Inheritance Tax.
It is my personal goal to help my clients achieve their financial objectives by providing a face to face bespoke service, (when appropriate) through establishing long term relationships with them. Because of this I have managed to build a loyal and trusting client base. I feel building trust with my clients and their families is paramount, always doing what i say I am going to do.
I enjoy spending time with my Family and friends socialising when I’m not working. I also enjoy taking holidays, watching most sports, especially Football, and days out walking and site seeing.
I feel that regulated financial advice should be available to everybody. We offer free consultations so we can get to know our clients, and don't charge clients unless we agree to carry our regulated advice.
My initial consultations are without obligations and the cost is borne by the company.
Estate Planning, Inheritance Tax Planning, Tax Planning, Trusts & Divorce Settlements are not regulated by the Financial Conduct Authority.
Pensions, Pension Sharing in Divorce, Personal Financial Planning, Investments, Personal Protection, Estate Planning, Business Protection, Tax and Trust Planning.