I provide independent financial advice in Purley, Surrey, and have over 30 years of financial services industry experience. I provide advice with a key focus on planning for and living through a secure, comfortable, and fulfilling retirement.
I work with clients both pre and post retirement, in Purley, Coulsdon, South Croydon and across Surrey, with particular expertise around the complex areas of Pensions and Investments.
In a friendly, relaxed, but purposeful manner, I provide clear face-to-face advice and guidance at your home or place of work, at a clearly defined cost, with the option of regular reviews, to ensure your financial plans and goals remain on track.
Outside of work, I’m an experienced Quizmaster for local schools, charities, clubs and societies. I’m also a regular supporter and voice on the PA at a local non-league football club, and a keen follower of all two-wheeled motorsport.
Your initial meeting is complimentary.