I live in Kirkbampton just outside Carlisle in Cumbria. I am married and have three children.
In my spare time I enjoy watching Carlisle United, studying towards my chartered qualification and building my business which can only be achieved by providing exceptional service to my clients.
I provide professional financial advice within Cumbria and surrounding areas, and with the use of technology I can provide my services throughout the whole of the UK. I have over 18 years experience in Financial Services and aim to provide a bespoke service to fulfil your financial needs and objectives, delivering solutions in a transparent and understandable manner.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a financial legacy, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning.