I am an Independent Financial Adviser in Bristol, with 30 plus years experience in the financial services industry. I specialise in the areas of pensions, investments and estate planning. I offer clients a free initial meeting to discuss their financial goals.
Having started my career in financial services in the 1980s, I became a Pensions Technical Manager at Zurich in the 1990s, before becoming an Independent Financial Adviser at James Hay in 2001. In 2009 I set up my own IFA firm specialising in pensions, investments and estate planning. I enjoyed my 9 years building this company before joining Truly Independent in 2019. This is an exciting chapter in my working life; working within a hugely supportive company, and allowing me to spend more time working with my clients, providing truly independent financial advice.
I work as a financial adviser in Bristol and provide financial advice to customers in Bristol and the South West.