I have 36 years of experience of working in the financial services sector, initially for Alliance and Leicester, which then became Santander.

 

I was based within various local branches covering Swadlincote, Ashby de la Zouch, Loughborough, Coalville and Derby - to name just a few. Whilst I was with the bank, I was trained to a high standard and gained the Level 4 CII Diploma as well as other industry qualifications, including the Certificate for Financial Advisers (CeFA) and the Certificate in Mortgage Advice and Practice (CeMAP).

 

I am also a member of the Personal Finance Society. Please call me to arrange our first no obligation meeting, which is at our cost, when I trust you will find that I am approachable, honest and trustworthy. I look forward to hearing from you.

 

Get help with setting up auto enrolment as an employer or get a better understanding of an auto enrolment scheme you are signed up to as an employee.

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SERVICES

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• Investments and Savings

  Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

• Pensions

  Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

• Retirement income (annuities, drawdown)

  Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

• Inheritance Planning

  Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

• Equity Release

  Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you.

• Insurance and Protection

  Get help to understand the best level of life cover, critical illness cover and income protection for you.