I have always lived in the Forest of Dean which has given me a broad understanding of the local area and surrounding counties. Being local gives me the advantage of understanding the local economy and local issues which can impact upon my clients. My services also cover Newent, Monmouth, Ross-on-Wye, Gloucester, Cheltenham, Bristol and Hereford.
I have extensive experience of over 20 years as a Financial Adviser and I am a long standing member of the Personal Finance Society where I hold the status of a “later life adviser”. I have many long standing clients who trust in my judgement and have kindly remained with me throughout to which I am grateful.
I am passionate about helping clients to get the right level of advice at a cost that is affordable to them, demonstrated in a clear and concise manner. I don’t believe in smoke and mirrors when it comes to charging fees.
I believe that integrity and honesty is key to an ongoing relationship with my clients and I expect the same in return. After all, the better I can get to know you and your circumstances the better the longer term strategy. As with all things, this trust can take time to build.