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Member since May 2025
Accounting / Financial Services
I help business owners, professionals and families simplify financial decisions and plan for the future with confidence. From pensions, investments and retirement to protection, succession and business planning, I turn complexity into clear, personal advice. I work closely with accountants, solicitors and other professionals to deliver trusted, joined-up support across every stage of my clients’ personal and business lives, building lasting relationships based on trust and understanding.
Financial planning starts with a conversation. As a GDB member, I offer fellow members (or their clients) an informal, no-obligation financial planning discussion. This is not about products or sales, but an opportunity to explore where financial planning may bring clarity, structure, or peace of mind.
I can cover areas such as pensions, investments, retirement, business planning, family protection or succession planning. Whether you simply want to sense-check your current position, discuss a specific concern, or explore how planning may benefit you or your business, this is a confidential opportunity to speak openly, with no pressure or obligation. Meetings can be held face-to-face or virtually depending on your preference.