Meet our advisers

I am an experienced Independent Financial Adviser based in Poole, Dorset. With over 20 years’ experience in financial services, I help clients in all aspects of their financial planning.

I specialise in retirement planning, investments and long-term care solutions.

Whether you are planning your retirement, looking to protect your family’s future or undertaking Inheritance Tax preparation, I provide a holistic approach, taking all your circumstances into consideration before creating tailored solutions.