Providing corporate and individual clients throughout the South West with financial advice particularly in the area of pensions and mortgages.
With over 18 years' experience in dealing with differing financial situations, I put in clear practical solutions to drive long term benefits for a wide variety of clients. I continue to work closely with my clients to ensure that their financial plans remain relevant and effective especially when circumstances change. All advice benefits from the St James Place Guarantee as to its suitability for you and your circumstances.
For mortgages I have access to the whole of the UK lending market and can pick the best value lender for you. I pride myself in giving the best possible products and service to my clients and look to take some of the stress and strain out of moving house or finding a better deal on your existing borrowing.