About me

I’m an Independent Financial Advisor based in Swansea, South Wales. I believe in building strong, long-lasting relationships with my clients, advising them on investments, tax planning, pensions, inheritance tax and protection.

My approach has always been taking the time to listen and truly understand my client’s future aspirations. This allows me to help collaboratively construct a financial plan to help them achieve their goals whilst avoiding potential pitfalls.

Circumstances can change rapidly, and I encourage regular reviews with clients to ensure that their plans continue to meet their needs.

Location

South Wales