I have worked in financial services for nearly 30 years and have been advising clients for at least 20 of these, during which time the role of the adviser has, I believe, evolved into an essential service for individual clients in a world of ever increasing financial uncertainty.

My principal aim is simple: to ensure financial peace of mind for my clients and their families across the generations.

The strategy to achieve this is a little more complex: help and guide clients in creating a bespoke lifelong plan that can help achieve their goals and aspirations such as retirement planning, buying a home, saving for shorter term needs, passing on their wealth to the next generation and, along the way, protecting them and their families from financial harm.

I am a firm believer in personal, face-to-face discussions on a regular basis so that clients’ needs and requirements are fully understood. And this commitment to building and sustaining long-term client relationships has meant that my clients can rest assured they are able to make informed financial decisions.