I am an independent financial adviser working for the financial services division of Smith Cooper, based in the Burbage office but travelling around Derbyshire and Leicestershire.
What can I do for your organisation?
Whether you are planning an exit strategy for your business, want to maximise your return from investments or protect your income, I can offer you independent advice to manage your finances.
I have considerable experience in advising on pension sharing and other financial implications of divorce. As a group risk expert, I specialise in group pension schemes and group life assurance.
I have 17 years’ experience in financial services gained within the Midlands. I have been with Smith Cooper Independent Financial Solutions since its inception and I was initially responsible for the firm’s compliance and regulatory responsibilities. I draw on my life experiences as a parent and grandparent to add an extra dimension to the advice I give.
I was born in Derby and have lived there all of my life. I am married with two adult children and one granddaughter. Apart from spending time with my family, which leaves very little free time, I enjoy relaxing with a good book and a glass of wine.
Smith Cooper Independent Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority (firm reference 443209).