I became an IFA with Independent Financial Solutions in 1989 and have over 35 years experience in financial services. This experience is complemented by my enthusiasm for technology, which means we are highly adaptable to the evolving landscape of the financial industry. I believe the ability to integrate technology with financial planning and investment strategies is fundamental to a successful client relationship.

I am the Compliance Oversight & Money Laundering Reporting Officer (SMF16 + 17) and have 15 years’ experience of working in the financial services industry, previously working as a Financial Adviser. Day to day, I oversee the Adviser Business Solutions back office team and act as Supervisor to the advisers working under Independent Financial Solutions.

I joined IFS in early February 2004 after working previously for Aon and Mercer in their retirement practice, so, retirement, tax and estate planning has very much been my main area of financial planning for clients through the years. With the advent of freedom in pensions in April 2015 bringing flexible options at retirement to some, I consider myself very lucky to be advising in an area where so much value can be added for clients.

I joined the IFS team back in 1999. I love my role helping clients achieve their objectives, it is truly satisfying seeing a well ordered financial plan completed with thankful clients.

I am qualified to give advice in all areas of financial planning, mortgages, equity release, protection, investments, pensions and retirement planning. I pride myself on being approachable, helpful and making clear sense of what some fear to be initially complicated.

I have worked at IFS for over 12 years and I provide regulated holistic advice in all areas of financial planning, with a specific interest in later life planning. I believe that obtaining financial advice for many people seems out of reach and unaffordable. My aim is to try and bridge this gap and show people how useful and important receiving advice can be, both now and in years to come. Everyone has the right to clear and easy to understand advice. I believe that one of the most important aspects of financial advice is a basis of trust between the adviser and client.

I have over 25 years of experience in the Financial Services Industry and enjoy helping clients achieve their financial and personal goals, giving them clarity and certainty over their financial future.

I advise on a wide range of financial planning matters but specialise in pension, investment, tax and estate planning.

My passion for many years has been helping clients of all ages build long-term financial plans, maximising tax efficiency through pensions and investments. My mission is to help all clients enjoy the life they would wish for in retirement.