I have always lived in the Forest of Dean which has given me a broad understanding of the local area and surrounding counties. Being local gives me the advantage of understanding the local economy and local issues which can impact upon my clients.
I live in Coleford with my wife and 3 children, however my office is based in Cinderford in the Forest of Dean but I extend my service to clients in Newent, Monmouth, Ross-on-Wye, Gloucester, Cheltenham, Bristol and Hereford.
I have extensive experience of over 19 years as a Financial Adviser and I am a long standing member of the Personal Finance Society where I hold the status of a “later life adviser”. I have many long standing clients who trust in my judgement and have kindly remained with me throughout to which I am grateful.
I am passionate about helping clients to get the right level of advice at a cost that is affordable to them, demonstrated in a clear and concise manner. I don’t believe in smoke and mirrors when it comes to charging fees.
I believe that integrity and honesty is key to an ongoing relationship with my clients and I expect the same in return. After all, the better I can get to know you and your circumstances the better the longer term strategy. As with all things, this trust can take time to build.