I started my career in financial services with Prudential Assurance in 1984, working in the Warwick/Kenilworth area. After promotion in 1987, I worked in various parts of the Midlands, eventually returning to the Leamington office as Customer Service Manager.
In 2001, I became an Independent Financial Adviser and helped establish Financial Design in Kenilworth. Having achieved diploma qualification in 2012, I am now fully qualified and specialise in retirement options helping my clients maximise their pension funds. I also advise my clients with their mortgage, protection and future planning needs including inheritance tax and wealth planning.
Click here to view my SPS Certificate.