I am an Independent Financial Adviser in Thanet, Kent covering Broadstairs, Margate, Ramsgate, Sandwich, Canterbury and the surrounding areas. With over ten years of experience in financial services, I specialise in providing comprehensive, long-term planning for the accumulation and drawdown of pensions and investments in retirement, income and inheritance tax planning, as well as helping to secure each client’s current position in the event of accident, illness, death or unemployment with appropriate protection policies.
Having personal experience of divorce, bereavement, self-employment, and single parenting, I am particularly keen to help others facing similar challenges.
I offer a complimentary, no obligation initial meeting and financial review.
Your initial meeting is complimentary.