Chartered Independent Financial Adviser & SOLLA Accredited
London - South East
As a Chartered Independent Financial Adviser with over 18 years in financial services, I specialise in delivering holistic advice to individuals, families, and businesses across Kent, London and the wider South-East. Being independent I provide unbiased guidance and advice free from provider ties, ensuring your interests always come first.
My expertise spans pensions, investments, retirement planning, estate planning, care fee planning, and protection solutions. Whether you are building wealth, safeguarding your legacy, or navigating complex care funding, I craft tailored strategies that align with your unique goals and values.
In my career, I have helped families secure multi-generational wealth, retirees achieve tax-efficient income streams, and business owners protect against life’s uncertainties.
Chartered status demands advanced qualifications and lifelong commitment to ethics and learning elevating advice quality. SOLLA Accreditation confirms specialist prowess in later-life finances, from equity release to inheritance tax mitigation.
Fully independent, I review the entire market to recommend optimal solutions. Regulated by the Financial Conduct Authority, I prioritise transparency, regular reviews, and proactive risk management.
Ready to map your financial future? Contact me for a no-obligation consultation.
Outside of work, I enjoy running and have recently completed the building our first home with my wife Hannah.
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