I have over 25 years experience in the financial services industry. In my early career I worked in banking progressing to branch management and area management positions. I enjoy supporting clients and their families providing financial advice in regards to their ever changing needs.
I have kept abreast of current legislation and through listening and working with our clients they remain with us through all stages of their life. For those clients looking into care homes or care at home needs for relatives or themselves, I am a fully qualified Society of Later Life Adviser.