With 40 years’ experience in the financial services industry, I bring a wealth of knowledge and experience to my role as a Financia Adviser.

I hold a Diploma in Financial Planning, and am currently working towards Chartered status, reflecting my ongoing commitment to professional development and providing clients with the highest standards of advice.

I have been providing advice for many years, helping clients navigate their financial decisions with clear, practical and personal guidance. Before joining PSA, I spent 17 years with my previous company, where I built strong and lasting relationships with clients, and gained extensive experience across a wide range of financial planning needs, including pensions, investments and Inheritance Tax Planning.

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I believe in taking the time to understand each client’s individual circumstances and priorities and proving advice that is tailored to their needs now and in the future.

 

I have been happily married for 35 years with a grown-up son. In my spare time I like walking our Springer Spaniel, cooking and going away in our caravan for long weekends away.