My business focuses on delivering friendly, meaningful, uncomplicated and expert financial advice, with my clients and their goals at the core. 

 

Becoming part of Continuum was an obvious step based on the shared values we hold and this is reflected by the fact that we have been granted Accredited Firm Status by the Personal Finance Society. We have also recently been awarded the ESG Kitemark in recognition of our approach to implementing and following excellent business practices.

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I am a Chartered Financial Planner and Fellow of The Personal Finance Society with 20 years Financial Services experience. Having previously been employed by BUPA, National Friendly Society, a Somerset based Wealth Manager and then a National IFA specialising in the Veterinary profession, in July 2019 I realised that over the previous 4 ½ years I had spent more time reporting to my employers, than I had looking after those who really matter, my clients. It was at this point I took the decision to start my own business, which subsequently led to me establishing my business with the support of Continuum (Financial Services) LLP.

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With the majority of my clients in Bristol, Clevedon and Midsomer Norton, over the last 5 years I have specialised in working with small to medium sized business owners to help them develop and maintain measurable and tangible lifetime financial plans, as well as ensuring their businesses adhere to legal requirements around their employer pension provision.

 

My services allow my clients to focus on doing what they love, with who they love, whilst knowing they have a trusted financial adviser with the tools, knowledge and practical experience, aiming to help them progress towards achieving their short, medium and long-term financial goals.

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Pensions

Investments

Mortgages & Equity Release

Estate Planning

Personal Cashflow Forecasting

Life & Health Insurance

Business & Profit Protection

Please get in touch and I’ll be happy to provide a no obligation consultation to discuss you and your goals.

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