I have been advising clients for more than 20 years. From investment, retirement and inheritance tax planning to equity release*. I provide a personal approach to finding the right solution for you. With my extensive technical knowledge and experience I can provide straight forward understandable advice delivered in a helpful and friendly manner.
I will regularly communicate with you the client and keep you informed of changes to the markets, legislation and policy that may affect you. Regular reviews are also offered to ensure your immediate or long term objectives are being met.
I am married to Anne and we have 4 children, I love cooking, gardening, wine making, fishing, as well as running the roads and footpaths of North Devon. I’m also pretty good at DIY too. (I’ve been told)!
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for personalised illustration.