I am a Chartered Financial Planner and have worked in the financial services industry for many years and continue to love what I do as the planning for clients is so varied.
I really feel it is vital to work in partnership with my clients and their families to develop strategies and financial plans that can evolve as their circumstances change. I have looked after some of my clients for some 20 years and hopefully will continue to do so for many years to come.
I have a lot of experience and the specialist qualifications for later life planning and do a lot of this type of planning which involves equity release, long term care solutions, retirement provision and inheritance tax planning.
What drives me?
I enjoy making a difference to the lives of my clients and their families and love the long term client relationships that have developed as a result.
I have two young children who keep me on my toes and help me strive for the best outcomes. The children and I love the outdoors and are huge animal lovers so really enjoy going on holidays where we can see animals living in the wild.
I am a Chartered Financial Planner and my qualifications are:
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Life & Pensions
- Accreditation of Training Excellence for Later Life Advisers by the Society of Later Life Advisers (SOLLA)
- SOLLA Retirement Advice Standard
- Certificates in Lifetime Mortgages and Home Reversions (Equity Release)
- Certificate in Long Term Care Planning
- The STEP Certificate for Financial Services (Trusts & Estate Planning)
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
How can I help you
- Chartered Financial Planner
- Specialist in equity release and long term care planning
- Focus on assisting clients with their wealth planning, wealth management, retirement planning needs and succession planning.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.