Having joined Lloyds Banking Group in 1985 I have gained over 37 years experience in a wide range of areas within the financial services sector. These include mortgage advice, commercial financial planning, compliance, private banking and all aspects personal financial and lifestyle planning.
I joined the team at Regentia Lifestyle Planning Ltd in June 2021 as an Independent Financial Adviser.
At Regentia Lifestyle Planning we believe in good old fashioned client-centred advice and services. As part of the Regentia team I offer wealth management advice together with the right investment strategy which are crucial elements in securing my clients financial well being.
I aim to give every client a personal and an individually tailored service to help meet their objectives.
As an accredited Later Life Adviser I am qualified and experienced in supporting clients of all ages and their attorneys whatever situation they may find themselves in. For example many clients are concerned about care costs and planning to meet these; or what options exist for passing on their assets to the next generation in a tax efficient manner. I can offer advice and support relating to these important issues.
Building strong, long lasting relationships with my clients and their families enables me to offer beneficial advice at every stage of life.