Based in Newcastle, I provide wealth management advice to clients both within the City, and more widely throughout the north east of England.
I am committed to offering an excellent service to my clients. One way that I can ensure this is by keeping my industry knowledge relevant and current by placing strong emphasis on my personal development. After a lengthy examination and qualification process, I am delighted to be recognised as a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute.
This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.