I have devoted most of my working life, now spanning over 20 years, to helping others make the most of their money and realise their financial goals. I keep my clients involved in the decision-making process and always ensure they are up-to-date with changes in the marketplace.

I am qualified to Diploma status in Financial Planning and am currently working towards the Chartered Financial Adviser Level, less than 10% of Financial Advisers in the UK hold this prestigious qualification.

I focus on providing the very finest service to my clients by helping them to secure a financial future for themselves and their families through the breadth of wealth management and financial services that I offer. I concentrate on sensible investment strategies whilst reducing clients' overall liability to tax. I also meet the financial needs of those who are about to retire, or who have already done so.

I am based in Knaresborough in North Yorkshire but I travel nationwide to visit my clients. I work in conjunction with Sandra Coles and Tracy Powell who have worked with me for a number of years.

I live in Knaresborough with my wife Claire and three sons. Outside of my working life, I love all manner of sports, especially sailing.

If you would like to arrange to talk to me, please email me.

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