Chartered Financial Planner
I am a Chartered Financial Planner and Fellow with the Personal Finance Society with over two decades of experience in the Financial Services Industry having previously worked in senior and specialist roles with Barclays, HSBC and Prudential. During my career I have been multi-award winning academically and in service and values.
Helping you achieve your goals and aspirations is what drives me as a Sandringham Advising Partner. I have expertise in Protection, Retirement Planning, Savings and Investments as well as Trust and Estate Planning and will work with you to explore your options and provide tailored advice unique to you to help deliver great outcomes.
I am dedicated to helping you create, grow and protect your wealth whilst ensuring tax efficiencies but also to experience financial happiness and well-being so that you can enjoy those important and precious times in the future with your family and friends doing the things you love.
Building your trust is essential and I pride myself on achieving strong, long lasting relationships with my clients by delivering consistently high-quality advice and service standards. I recognise that your time is precious and will also strive to make complicated products and solutions easy for you to understand and to keep you well informed about your financial position, and what action you need to take to improve upon it.
Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.
Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more quality time with you to help you reach your financial objectives. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
Outside work I enjoy socialising with friends and family, watching and playing sport and love to travel overseas. I am married with two teenage sons and a dog.
Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.
At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.