Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law or changes in your circumstances, such as starting a family, changing jobs or managing an inheritance.
I provide a personalised wealth management service by working together with my clients helping them secure the financial future they are looking for. Through careful planning and drawing from my many years' experience in this field, we can work towards satisfying all your financial goals.
Having graduated with a joint honours degree in Politics and Social Administration from the University of Kent in Canterbury in 1988, I entered financial services the same year and I am a Fellow of the Personal Finance Society, a Chartered Financial Planner and hold the full Advanced Financial Planning Certificate specialising in Taxation and Trusts*, Personal Investment Planning and Pre and Post Retirement Planning. I also hold the Certificate of Mortgage Advice and Practice qualification.
My first book was published in 2004 entitled 'Healthy, Wealthy Finances' and I have also worked in the media as the financial expert in the award winning BBC 2 television series - The Bank of Mum and Dad. Having appeared regularly on Channel 4's Richard & Judy and BBC 1's The One Show, you may now hear me occasionally on the radio! I am also the regular financial adviser on Five's The Wright Stuff.
*Trusts are not regulated by the Financial Conduct Authority