I am a Chartered Financial Planner within the financial services division of Smith Cooper. I work at both our Burbage office in Leicestershire and our Nottingham office. I help corporate business owners and individuals manage their finances, whether by running company pension schemes, advising on tax-efficient succession planning or investing funds to achieve the most appropriate rate of growth.
What can I do for your organisation?
I conduct a fully independent financial planning service to enable corporate, trustee and private clients to optimise their financial resources.
I have over 25 years of experience in financial services and am qualified as a Chartered Financial Planner as well as an affiliated member of STEP (the Society of Trust and Estate Practitioners). I have worked for several large insurance companies, including Standard Life and AXA, plus several firms of independent financial advisers. I have also had the opportunity to work with Camelot and provide financial advice to the lucky winners of the National Lottery over several years. I have been working for Smith Cooper Independent Financial Solutions for over three years and thoroughly enjoy providing clients with truly independent professional financial advice.
As well as advising clients on the full spectrum of investments, we help with personal risk management, inheritance tax planning, corporate pensions, corporate risk management, SSAS, SIPP and trustee investments.
I am married with two children, so spare time is often spent either watching my son play cricket or playing in the City of Coventry Brass Band with my daughter and husband.