I have had a fulfilling and successful career within the financial services sector. This began when I started work with Norwich Union in 1991. At Norwich Union I developed a keen interest in talking to people and helping them by offering tailored financial solutions. As time went by I became particularly interested in the investment market and this is the area in which I continued to study. This ultimately led me on to specialising in Inheritance Tax Planning.

Within the St. James's Place Partnership I have been able to develop my area of specialism in Inheritance Tax Planning. However, I am also able to offer financial advice on my clients' needs relating to their day-to-day financial requirements. These can include Pensions, Critical Illness Protection, Life Cover, Regular Savings and ways of mitigating potential tax liabilities.

I also specialise in working with dentists/medical profession/City professionals/business people etc, and therefore have an in-depth knowledge of their requirements.

I am a member of The Personal Finance Society and my qualification is at Certificate level (Cert PFS).

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